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Soltis Investment Advisors
14th Annual Fiduciary Conference
Friday, April 28, 2017
St. George, Utah

7:30 – 7:45 am        Conference Welcome & Introduction
                               
    Hal G. Anderson, Managing Partner, CEO

7:45 – 8:05 am        Introduction of Theme: "Opportunity amid Disruption"                                                            Lon E. Henderson, Managing Partner, Chairman of the Board

 8:05 – 8:45 am       MIT Age Lab Research:                                                                                                                         Trends, Demographic Changes & Your Company                                                                              Stephen Parnell, Director Strategic Markets, Hartford Funds

8:45 – 9:35 am        Financial Wellness - Panel Discussion                                                                                             Moderator: Christy Albers, National Account Manager, Justin Weaver, Account                                   Executive, Mark Taylor, National Sales Director, Sara Kidwell, Director of                                           Strategic Relationship & Operations, SmartDollar – Ramsey Solutions 

9:35 – 9:50 am        Break

9:50 – 10:35 am      Participant Outcomes & Plan Design Panel                                                                                   Moderator: Kim Anderson, Managing Partner, VP Retirement Plan Services

10:35 – 11:05 am    Fiduciary Excellence and the CEFEX Designation                                                                          Roger L. Levy, LLM, AIFA®, CEO Cambridge Fiduciary Services, LLC

Session I:                  JP Morgan Asset Management – Conference Room I

11:10 – 11:55 am    Guide to Retirement: Retirement Plan Trends                                                                               S. Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist

Session II:                Prudential Retirement Plan Services - Conference Room II

11:55 – 12:40 pm    Investments to Improve Financial Wellness and Retirement Savings                                    Dawn Borent, VP Product Consulting and Strategy  

12:40 – 12:55 pm    Recognition Awards - 2016                                                                                                                  Shawn Woods, Senior Advisor                                                                                                                  TJ Adams, Senior Advisor  

12:55 – 1:10 pm      Break Spouse/Guest Joins for Luncheon

1:10 – 2:00 pm        “Inside Washington”                                                                                                                              Stephen Moore, Senior Economic Analyst, CNN, Author and Writer for                                                National Review, Forbes, Investor’s Business Daily, The Washington Times,                                        and Orange County Register        

 

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Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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