Defined Contribution Summit

2015-11-04 - 2015-11-06
Event contact first name
Event contact last name
Event contact telephone number

The Defined Contribution Summit will give next generation financial advisors opportunity to meet and network with industry thought leaders, solution partners, and some of the most pioneering organizations in the world. This private gathering, held in a relaxed, yet focused business environment, will bring together +150 next generation plan servers and registered reps to originate ideas, collaborate on best practices, learn the hottest go to market strategies, and value ad services that drive DC plan participation and retention.

Attendee information
Jeffrey Justi, Founder ヨ Advanced Retirement Solutions Robert Antonio, President & Founder ヨ Antonio Financial Group Brandon Sherbert, COO ヨ Beacon Financial Group Greg Makowski, Founder / Managing Member ヨ CFS Investment Advisory Services Harris Nydick, Founding Partner/Managing Member ヨ CFS Investment Advisory Services Alan Goldfarb, Managing Director ヨ Concert Wealth Management Wade Pitts, Managing Director ヨ Fort Point Capital Partners Mitch Cook, Retirement Plan Consultant ヨ Honkamp Krueger Financial Services Kevin Dement, AVP/Director of Retirement Services ヨ Honkamp Krueger Financial Services Brian Cose, SVP/National Sales Manager ヨ Honkamp Krueger Financial Services John Darrah, CEO ヨ Honkamp Krueger Financial Services Sabrina Peterson, Retirement Plan Specialist ヨ KMS Financial Services, inc Rod Diaz, Retirement Plan Specialist ヨ McKinley Carter Wealth Services Richard Schwamb, Senior Financial Advisor Senior Vice President-Wealth Management ヨ Merrill Lynch Financial Advisor Timothy Friday, CEO ヨ Mid Atlantic Capital Group Rick Montejano, CEO ヨ Pacific Point Asset Management Jeffrey Mramor, Principal/Managing Director ヨ Pacific Point Asset Management Joe Connell, President ヨ Retirement Plan Partners Richard Busillo, President ヨ RTD Financial Advisors, Inc. Jessica Maldonado, Vice President ヨ Searcy Financial Services Deb Rosenberg, Retirement Consultant and Relationship Manager ヨ Stiles Financial Services Susan Stiles, Founder ヨ Stiles Financial Services John Osborn, Principal ヨ The Pension Professionals Gary Handler, SVP/RIA ヨ UBS Financial Services Adam Bechler, First Vice President ヨ Investments ヨ Wells Fargo Advisors Mohamed Shoukr, Associate Vice President ヨ Investments ヨ Wells Fargo Advisors

Partner Voices

Modern events accumulate huge amounts of data.  Turning that data into an understanding of your audience in order to build attendance can be overwhelming.  Fortunately, business analytics tools like CDS’ Data Sense® can do the heavy lifting, combining your different data sources for a detailed view of your event and audience.  Introducing the Persona Tree!