Ascende Wealth Advisers, Inc. (AWAI) consultant Rich Eagar is speaking at the 2016 PLANADVISER National Conference in Orlando, Florida September 12 – 14. As a moderator, he’s joined by panelists from Envisage Information Systems, T. Rowe Price and Ann Schlek & Co. for a discussion on Employee Education and Financial Wellness.
It’s safe to say that holistic financial wellness is one of the employee benefit industry’s next great frontiers, with heightened focus and greater interest among all types of employers. Conference attendees will learn the latest and greatest ways plans are delivering advice about all aspects of budgeting, income planning and spending. Just as important, the panelists plan to speak about how to get paid for advice given outside the retirement context.
More about AWAI:
AWAI is a wholly owned subsidiary of Ascende—an EPIC Company and was created to provide independence, protection and results to retirement plan sponsors and committees by fulfilling their fiduciary obligations with respect to plan investment selection, monitoring, oversight and compliance. AWAI is an SEC registered investment advisory firm dedicated to providing unbiased investment advice by acting as either an ERISA 3(21) co-fiduciary or an ERISA 3(38) investment fiduciary to corporate sponsored qualified and nonqualified plans, as well as international and offshore savings arrangements.
For the third year in a row, AWAI has been named one of PLANADVISER’S Top Retirement Plan Adviser Teams in America.
More about the PLANADVISER National Conference (PANC):
The PANC is the retirement planning industry’s premier networking and business strategy event—entering its 10th year!
Annually, top industry professionals from across the U.S. gather in Orlando, Florida, for half a week of discussion and debate about the cutting edge of defined contribution (DC) plans, practice management tools and institutional investments. Whether you’re looking for fresh perspectives, a new provider partner or even the next adviser teammate, PANC is the place to vault your practice to the next level.
As an attendee, you will engage directly with skilled experts and leading advisers to help differentiate your message, add value for your clients and cultivate sustainable growth in an evolving regulatory environment. The networking-friendly environment allows you to connect with many of the PLANADVISER Top 100 Advisers, as well as the PLANPSONSOR Retirement Plan Advisers of the Year.
PANC 2016 will, in particular, feature:
- The newest investment products and strategies—and the professionals who run them;
- Regulatory insights from Washington, D.C., insiders and c-suite industry executives;
- Expanded “Adviser Confidential” sessions for frank, off-the-record debate and dialogue;
- PLANADVISER proprietary research and awards programs;
- Insightful keynote addresses; and much more!