Evolve 2019: Speaker Line-up

We are gearing up for the 2nd annual Resources National Conference: EVOLVE 2019. We are excited to collaborate with innovators and thought leaders in the industry.  

We have a few spots reserved for advisors interested in learning more about joining our company. Please reach out to me at 877.742.2021 if you are interested in learning more.

Here are a few of the speakers that we will welcome to the stage: 

1

Brad Campbell

Brad is a partner at Drinker Biddle & Reath LLP and a nationally-recognized figure in employer-sponsored retirement plans. Mr. Campbell served as Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration from 2006-2009. As ERISA’s former “top cop” and primary Federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA issues, and also serves as an expert witness in ERISA litigation.

 

4

Mike Sigal

Mike is Co-Founder of Upside Partners, a boutique consultancy that helps financial institutions develop operational excellence in innovation through the application of startup and venture best practices. Mike also serves as a General Partner at 500 Startups, the world’s most active early-stage venture fund and accelerator supporting the digital transformation of financial services.

 

3-2

Dr. David Kelly

Dr. Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

 

2

Wendy De La Rosa

Wendy is a co-founder of Common Cents Lab, where she focuses on using behavioral science to help people make better financial decisions. Her work has been published in Scientific American, PBS Newshour, Forbes, and Tech Crunch. In addition, she was recently named a Forbes 30 Under 30 honoree and a Daisy and Paul Soros scholar. Wendy is also a Ph.D. at Stanford's Graduate School of Business focusing on consumer behavior.

 

5

Retireholi(k)s

JD Carlson, Justin MacNeil, Mark Palmini, and Chad Johansen are 401(k) industry nerds that record a fun show for financial advisors and other professionals in the retirement plan space! They replace boring corporate webinars with a couple beers and open conversations!

 

anna

Ann Schleck

Ann has 30 years of experience in the retirement industry and serves as the Principal at Ann Schleck & Co. In 2009, Ann was ranked as 15th among the "100 Most Influential People in Defined Contribution". In addition to this, she was named a top-rated consultant by Global Investors Magazine. Ann provides industry research, advisor practice management and strategic consulting services to investment management firms and retirement service providers.

 

5-1

Jania Stout

Jania has over 22 years of experience in ERISA plan consulting and serves as the President of the National Association of Plan Adivsors. She has been featured in the Washington Post, Investment News, Benefits Magazine and Plan Sponsor Magazine. In addition to these accomplishments, Jania was asked to speak as a Retirement Expert in front of Congress in the summer of 2017.

 

6

John Choate

John is the managing director of SA-720TM, a consulting firm providing seminars on cross-functional teamwork and strategic planning based on principles derived from the U.S. Special
Operations community. John began his career as a naval officer in the SEAL teams. He spent 12 years in both active and reserve billets deploying overseas. Today, John is on the Service Academy Selection Board for members of Congress.

 

7

Fred Barstein

Fred is the Founder and CEO of the Retirement Advisor University. He was a member of the NY bar and held his Series 6, 26, 28, and 63 licenses. In addition to this, he was named the 27th "Most Influential Person in the 401(k) Industry" in 2014. Fred is a regular speaker at various Retirement Industry conferences around the country and internationally.

 

10

Financial Elements

Financial Elements is an employee engagement solution powered by people and amplified by technology. We believe in breaking down complicated financial concepts into elements to increase financial literacy and reduce employee financial stress.

Join us as Brandon Cutler, Financial Mentor for Financial Elements sits down with the Retireholi(k)s Resources newest Financial Wellness program. 

 

11

MIT Age Labs

In 1900, life expectancy for much of the industrialized world was under 50. Today, living well into one's 70's, 80's and beyond can be expected. How will we spend and make the most of our 30-year longevity bonus? Longevity requires new thinking. The MIT AgeLab was created in 1999 to invent new ideas and creatively translate technologies into practical solutions that improve people's health and enable them to “do things” throughout the lifespan.

Join us as Bill McManus from Hartford Funds takes us through helping clients through Retirement and Longevity Planning! 

 

9

CEFEX

CEFEX-certified firms adhere to a standard representing the best practices in their industry. The standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms. Investment Advisory firms are responsible for providing investment advice and/or managing investment decisions. These firms employ wealth managers, financial advisors, trust officers, financial consultants, investment consultants, financial planners and fiduciary advisers. The independent CEFEX Investment Advisor certification demonstrates fiduciary excellence at the firm, based on a best practice standard.CEFEX helps close the Trust Gap.

Join us as Blaine Aiken explains the value and importance of the CEFEX Certification. 
 
 

We will continue to update the line-up as we announce speakers. Stay tuned!

Vincent Morris on July 8th, 2019

Posted by Vincent Morris

Vince Morris is a founder of Bukaty Companies Financial Services and Resources Investment Advisors, bringing more than 22 years of industry experience and a lifetime passion for investments and helping people with financial literacy to the firm. As a nationally recognized leader in the field of retirement plans for companies and their executives, Vince has been a valuable resource for other successful entrepreneurs. He has extensive experience in asset management and fiduciary duties pertaining to offering retirement plans. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC.

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