Sessions
Session 1 — How Top Advisors are Doing Less of the Wrong Things
Day 1 | Tue, Aug 18 at 9:00 AM MT
The average advisor spends most of their day on activities that won't help their business grow. Top advisors spend most of their time on those activities. Matt Hicken, Sr. Vice President of Consulting at Bill Good Marketing, describes how the top advisors he works with make the practical changes necessary to smoothly transition into a CEO growth mindset.
Speaker: Matt Hicken, Sr. VP of Consulting, Bill Good Marketing
Session 2 — Build a Smart AI Workspace for Your Retirement Practice
Day 2 | Wed, Aug 19 at 10:15 AM MT
Most advisors are using AI one prompt at a time. The bigger opportunity is a system that understands their practice, their clients, and what makes them distinct. Lisa Kottler, Founding Partner of Kottler Advisory Group, shows advisors how to build a smart AI workspace to streamline research, strengthen client communication, and improve daily workflow.
Speaker: Lisa Kottler, Founding Partner, Kottler Advisory Group
Session 3 — Winning More DC Plan Business
Day 1 | Tue, Aug 18 at 9:00 AM MT
Strategies for winning more defined contribution plan business, presented by two Vice Presidents and Regional Directors from Dimensional Fund Advisors.
Speakers: Kim Ginsburg, VP & Regional Director, Dimensional Fund Advisors; David Campbell, VP & Regional Director, Dimensional Fund Advisors
Session 4 — Connecting the Path to Retirement Security
Day 2 | Wed, Aug 19 at 10:15 AM MT
Former Assistant Secretary of Labor Lisa M. Gomez explores how the retirement ecosystem is evolving from disconnected systems and siloed advice to a more integrated, participant-centered model, and how advisors can help clients navigate an increasingly connected financial future.
Speaker: Hon. Lisa M. Gomez, President, LMG Collaborative Consulting Solutions
Session 5 (Bonus) — RFPs That Stand Up to Scrutiny
Day 2 | Wed, Aug 19 at 11:15 AM MT
A practice framework for conducting and documenting retirement plan RFPs that can withstand auditing, regulatory, and litigation scrutiny. Attendees learn when an RFP is appropriate, how to evaluate service providers beyond fees, and how to create a clear, defensible record of prudent fiduciary decision-making.
Speaker: Justin Witz, Founder & CEO, Catapult | CTO, PlanTools
Register
Registration is free. Virtual seats are limited to ensure a quality experience.
To register, visit retirementforward.com and complete the registration form with your name, email, organization, state, phone number, and preferred sessions.