New England Wealth Management Conference 2016

Topics

• IRA vs. 401(k): Threats and Opportunities
• IRA vs. 401(k): Where to Focus in 2017
• Mutual Fund Product Innovation and the Future of Funds
• IRA & 401(k): Closing the Retirement Income Gap
• Using Technology and Social Media to Build Your Practice
• Practice Management: How to Build Your Book of Business
• Investment Research and Data You Need to Know
• The Best 401k Plans in New England, Learning From the Leaders
• Auto Enrollment
• The Perfect Investment Menu: Short and Sweet or Deep Line-Up?
• Auto Deferral
• Auto Escalation

Who should Attend

• Leading Asset Managers, Fund Companies, and Consultants
• Members of IBDs, RIAs, and Wirehouses’
• Leading Retirement Plan Owners (both 401(k) and IRA)