Track: Retirement and Personal Finance

Monday, September 27, 2010

9:30 AM - 10:30 AM
Driving Retirement Savings Through Educational Campaigns
Jonathan Hayes, Associate Director, Retirement Benefits, VERIZON WIRELESS
10:45 AM - 11:45 AM
The One Minute Retiree™
Skip Massengill, (CREdu™), CEO, RETIREMENT EDUCATION INSTITUTE, CREDU™
2:30 PM - 3:30 PM
DB Design for the Future: Cash Balance and DB(k)
Rob Zeiser, Senior Consulting Actuary, THE STANDARD
4:45 PM - 5:40 PM
Recovering from a Wild Ride: How to Plot a Less Precipitous Path for Retirement Plans
Robert McAree, Senior Vice President, National Retirement Practice Leader, SIBSON CONSULTING, A DIVISION OF SEGAL
David Palmerino FSA, EA, MAAA, Vice President & Consulting Actuary, SIBSON CONSULTING, A DIVISION OF SEGAL

Tuesday, September 28, 2010

9:30 AM - 10:30 AM
The Bottom-Line Impact of Employee Financial Literacy
Frank Alcorn, President, DIMENSIONAL WEALTH EDUCATION INSTITUTE
10:45 AM - 11:45 AM
The Art of Understanding and Documenting Fees
Trent Grinkmeyer, CRPC®, Wealth Advisor, GRINKMEYER AND LEONARD WEALTH MANAGEMENT
Valerie Leonard, AIF®, Wealth Advisor, GRINKMEYER AND LEONARD WEALTH MANAGEMENT
1:30 PM - 2:25 PM
Long Term Care Planning
Dan Cahn, Senior VP, LTC FINANCIAL PARTNERS
Mario Sestito, Director of Business Development, LTC FINANCIAL PARTNERS
2:35 PM - 3:30 PM
Qualified Retirement Plan Audits
James Moyna, Partner, MCGLADREY & PULLEN, LLP