Register
To request an invitation to Create 401k 3.0 please contact us at 212-331-8999 or email events at investmentwires.com.
2012 Summit Events Include:
- Top Advisor Summit & Gala, March 4-6, 2012
- Most Influential People in DC Summit, March 6-7, 2012
About the Summit
The 2012 Summit is focused on the theme of "Create 401k 3.0" with an emphasis on creating innovation and opportunity
in the 401(k) space. Thought Leaders will discuss: Investments, Fees, Responsibility, Profitability and Product.
The four-day event runs from March 4 to March 7, 2012 and includes networking and discussions with the retirement advisors
on Sunday, Monday and Tuesday (March 4-6) at the inaugeral Top Retirement Advisor Summit and Gala followed by the
Fourth Most Influential Summit on Tuesday afternoon and Wednesday (March 6-7).
Terranea Resort
Located a short drive from Los Angeles International Airport, Terranea overlooks the California coast and Catalina Islands.
The resort offers 582-rooms, including a luxurious collection of residential bungalows, casitas and villas.
The resort also features The Links at Terranea, an award-winning, 9-hole par 3 golf course, the spectacular Spa at Terranea,
three ocean view pools and a collection of eight distinctive restaurants, bars, cafés and lounges. Guests often recognize the
views from many vantage points, as the property has been the location of dozens of Hollywood films and televisions shows
over the years.
Read more ...
For more information on sponsoring this event please contact:
Erin Kello
phone: 212-331-8999
email:
staff@401kWire.com
Summit Venue: Terranea, Rancho Palos Verdes (Los Angeles), CA
Dates: March 4-6, 2012 (Advisors), March 6-8 (Influencers)
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Mike Alfred, BrightScope
Fred Barstein, TRAU
Shlomo Benartzi, UCLA
Jerry Bramlett, Dimensional Retirement
John Carl, Retirement Learning Center
Jason Chepenik, Chepenik Financial
Michael Coelho, SageView
Craig Dewey, 401(k) Advisors
Mike Falcon, J.P. Morgan
Tony Franchimone, Retirement Benefits Group
Stephanie Gallegos, Thorbahn
Peter Gordon, John Hancock
Bruce Gsell, Merrill Lynch
Bob Guillocheau, Ascensus
Cynthia Hayes, Oculus Partners
David Hinderstein, Strategic Retirement Group
Kurt Jackson, Central Coast Wealth Management
Allison Kaylor, NFP
Gary Kleinschmidt, Legg Mason
Michael Kozemchak, Institutional Investment Consulting
Ellen Lander, White Oak Advisors
Paul Mahan, Commonwealth Financial Network
Kevin Mahoney, Merrill Lynch
Jude Metcalfe, DST Retirement
Kristi Mitchem, SSgA
Mike Montgomery, Montgomery Retirement Plan Advisors
David Musto, J.P. Morgan
Charlie Nelson, Great-West Retirement Services
Bud Pernoll, Bay Mutual Financial
Fred Pieracci, 401(k) Advisors
Fred Reish, Drinker Biddle & Reath
Mike Rennels, Merrill Lynch
Jim Sampson, Cornerstone Retirement Advisors
Ann Schleck, Ann Schleck & Company
Richard Schwamb, Merrill Lynch
Philip Steele, Pension Architects
Ken Ulrich, Complete Pension Services
Gerald Wernette, The Rehmann Group
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