Retirement Plan Advisor Summit: Turn Market Uncertainty into Actionable Plans

Nov 12th 2020
1:00 - 2:30 PM Eastern Time
Virtual Program

The year 2020 has proven to be one of significant uncertainty and market volatility. Amidst the uncertainty, the retirement advisor industry has been reshaped by a host of uncontrollable and often unforeseeable external forces. As the year comes to a close, our distinguished speakers will help you to explore the question: how do I create actionable investment strategies during these unstable times?

Our virtual 2020 Retirement Plan Advisor Summit program will not only dive into macroeconomic overviews and market interruptions but will also help you form actionable plans to navigate through this uncertain environment and turn instability into opportunity. We are pleased to invite you to hear from our expert thought leaders and to engage with your peers and colleagues in private breakout rooms, where you can compare notes and talk about common and emerging challenges facing the retirement advisor industry.

This virtual event is 90 minutes of presentations, panel discussion, moderated Q&A and fireside chat.


View Agenda

Watch Recording Here


10 minutes


Brett Shofner, President, Work Plan Retire

20 minutes

Modern Monetary Theory – The Basics and How it Will Impact Future Capital Markets

This session will provide an overview of Modern Monetary Theory and how its practice is changing the capital markets both today and moving forward.

Presented by: Amar Reganti, Managing Director, Broad Markets Investment Products and Strategies, Wellington Management

30 minutes

Lessons from Humpty Dumpty, Is Your Business On Track?


  • Brett Shofner, President, Work Plan Retire


  • Jamie Worrell, Managing Director, Partner, Strategic Retirement Partners
  • Kathleen Kelly, Managing Partner, Founder, Compass Financial Partners
  • Timothy Irvin, Director, Corporate Markets Practice Leader, Cammack Retirement

30 minutes

How Trends in the Mega Market are Coming Downstream


Jed Petty, Managing Director, Wellington Management

Shafer Smith, Manager - Public Equities, Lockheed Martin Investment Management Company

Register Your Interest

Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.


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Advisory Board

Charles Langowski, Principal & CEO, Advanced Capital Group, MN

Aaron Pottichen, Senior Vice President, Alliant Retirement Consulting, TX

Constantine Mulligan, CFA, Partner, Cerity Partners, IL

Jason Chepenik, CFP, Managing Partner, Chepenik Financial, FL

Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire, IL

Joshua E. Ulmer, Senior Vice President, Institutional Consulting Director, Graystone Consulting, OR

Gregory Cimmino, CFP, AIF, Managing Partner, Institutional Investment Consulting, CT

Todd Kading, CFP®, CPFA™, RF™, President, LeafHouse Financial, TX

Pamela Popp, President, Lockton Retirement Services, MO

David K. Stofer, ChFC, CLU, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors, KS

Scott Cameron, CFA, Principal, Multnomah Group, OR

Scott Colangelo, Chairman, Prime Capital Advisors, KS

Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc., NJ

Doug Prince, AIFA, Co-Founder, Advisor, ProCourse Advisors, IN

Vincent Morris, President, Resources Investment Advisors, Inc., KS

Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group, CA

Joshua Schwarz, President, Retirement Plan Advisors, IL

Randy Long, Managing Principal, SageView Advisory Group, CA

Barbara Delaney, Founder & Principal, StoneStreet Renaissance, NY

Jeff Cullen, Managing Partner, Strategic Retirement Partners, IL

Andre Huaman, Managing Partner, Three Bell Capital, CA

Michael Welz, CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors, CT

Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management, IL

Brett Shoffner, President, Work Plan Retire, FL


Tracing Wellington's history to 1928, Wellington Management is one of the largest independent investment management firms in the world. They are a private firm whose sole business is investment management, and they serve as investment adviser for institutional clients in more than 60 countries. Their most distinctive strength is their commitment to rigorous, proprietary research — the foundation upon which their investment approaches are built. Wellington's commitment to investment excellence is evidenced by its significant presence and long-term track records in nearly all sectors of the global securities markets. As a private partnership, its long-term views and interests align well with retirement plan sponsors’ fiduciary requirements.

For more information, please contact:

Cynthia Huynh

Deputy Director
Institutional Investor, Memberships & Forums