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What has Kris been up to?

What has Kris been up to?

August 19, 2022

On Wednesday, August 17th and Thursday, August 18th I attended a Retirement Plan Summit in Austin hosted by my broker/dealer, Kestra Financial.  I must say that it was very good to be able to attend an event in person again.

In addition to getting to learn from, and share ideas with, other veteran advisors, I attended the following sessions:

Beltway Banter:  What ARE 'they' thinking?  presented by Nevin Adams, JD of the American Retirement Association.  This was a legislative update and, trust me, there are a lot of changes acoming.

Working with Plan Fiduciaries presented by Laura Gaynor with Transamerica.  Laura spoke about ways to educate and help business owners, and others, who are considered fiduciaries of their employer retirement plans.

Fireside Chat:  Key Themes for 2022 presented by John Doyle, Sr VP and Sr Retirement Strategist with American Funds.  He spoke about how employer retirement plans are evolving.

a Peer-to-Peer Round Table Discussion facilitated by Taylor Hammons, Head of Retirement Plans with Kestra Financial.

Is Your Website Serving (or Sinking) Your Business presented by Sheri Fitts of Sheri Fitts & Co, who reminded me that, while we've got a good start on our website, there are always ways to improve.

Approaching Financial Wellness by Meghan Reilly, VP of Thought Leadership with Fidelity and Emily Koochel, Sr Financial Planning Consultant with eMoney Advisor.  They spoke about the need for employees to recognize the scope of their financial decisions and how they affect the way they live and work.  

Building Your Longevity Network presented by Bill McManus, Managing Director of the Applied Insights Team at Hartford Funds and the MIT AgeLab.  This was not my first exposure to the research done by the MIT AgeLab and it was my favorite session.  The data provided by the AgeLab is just fascinating!

Income in Retirement, presented by Jason Roberts, the CEO of the Pension Resource Institute and Retirement Law Group and DeeDee Chadwick, Sr Director, Nationwide Advanced Consulting Group who talked about the current chatter surrounding the providing of income solutions within retirement plans.  

Attending conferences such as this is just one of the things we do behind the scenes to stay on top of trends, legislative changes, and all of the tools we need to serve our clients in life's seasons.