Recent Events

LOCATIONS OF VINDICATED EVENTS

When: May 16, 2017
Where: Bethesda, Maryland
Location: Cooper’s Mill Restaurant, Pooks Hill Marriott Hotel
Course Instructor: Courtney Schiessl
Sponsors: Raffa Financial Services, Inc., Fidelity Investments, Nuveen, OneAmerica, Pioneer Investments

 

When: May 18, 2017
Where: Bellevue, Washington
Location: Daniel’s Broiler
Featured Speaker: ERISA Attorney Craig Day, Lane Powell
Course Instructor: Laura Burgess
Sponsors: Empower, Columbia Threadneedle, Dreyfus, Hartford Funds, MFS, OppenheimerFunds, Prudential, Putnam Investments, T. Rowe Price

 

When: Mar. 9, 2017
Where: Charleston, South Carolina
Location: Charleston Country Club
Course Instructor: Laura Burgess
Sponsors: Empower, Putnam Funds, Pimco, Blackrock

 

When: Mar. 8, 2017
Where: Greenville, South Carolina
Location: Greenville Country Club
Course Instructor: Laura Burgess
Sponsors: Empower, Putnam Funds, Pimco, Blackrock

 

events-M&SPortland

When: Jan. 26, 2017
Where: Portland, Oregon
Location: McCormick & Schmick’s, Harborside
Featured Speaker: Tracy Bagli Hooper, The Confidence Project
Sponsors: Mass Mutual, OppenheimerFunds, AB Global, Deutsche Asset & Wealth Management, Neuberger Berman, Manning Napier, T. Rowe Price

 

events-M&SPortland

When: Oct. 20, 2016
Where: Portland, Oregon
Location: McCormick & Schmick’s, Harborside
Featured Speaker: Tracy Bagli Hooper, The Confidence Project
Sponsors: Mass Mutual, OppenheimerFunds, AB Global, Neuberger Berman, Deutsche Asset & Wealth Management, Manning & Napier, T. Rowe Price

 

events-ScottsSeafood

When: Sept. 29, 2016
Where: Walnut Creek, CA
Location: Scott’s Seafood
Industry Topic: Ann Schleck’s Springboard Practice Management Tool™
Sponsors: OneAmerica, OppenheimerFunds, Fidelity Investments, TIAA, BMO

 

events-leMeridien

When: Sept. 22, 2016
Where: Atlanta, GA
Location: Le Meridien Hotel
Featured Speaker: Attorney Edmund Emerson, III
Sponsors: OneAmerica, Artesys Online, T. Rowe Price, OppenheimerFunds, Blackrock, Putnam Funds, TIAA

When: Sept. 21, 2016
Where: Winter Park, FL
Location: Blu on the Avenue
Sponsors: Empower, T. Rowe Price, OppenheimerFunds, Franklin Templeton, MFS, Pioneer Investments, Allianz

When: Sept. 20, 2016
Where: Ft. Lauderdale, FL
Location: 15th Street Fisheries Restaurant
Sponsors: Empower, T. Rowe Price, OppenheimerFunds, Franklin Templeton, MFS, Pioneer Investments

When: Aug. 11, 2016
Location: Paul Martin’s Restaurant
Sponsors: Empower, Deutsche Bank, New York Life, Hartford Funds, J.P. Morgan

When: Jul. 14, 2016
Where: Denver, CO
Location: OneAmerica
Sponsors: Empower, T. Rowe Price

When: Jun. 23, 2016
Where: Roseville, CA
Location: McCormick & Schmick’s
Featured Speaker: Richard Schainker, Invesco “Final Word 2.0”
Sponsors: Empower, TIAA, Fidelity Investments, Invesco, Victory Capital

When: Jun. 15, 2016
Where: Atlanta, GA
Location: Le Meridien Hotel
Sponsors: OneAmerica, OppenheimerFunds, Allianz, TIAA, Fidelity Investments, Artesys

When: May 5, 2016
Where: Denver, CO
Location: Valley Country Club
Featured Speaker: Peter Welsh, Sr., V.P. of Strategy, OneAmerica
Sponsors: OneAmerica

When: Apr. 21, 2016
Where: San Jose, CA
Location: Le Papillon Restaurant
Featured Speaker: Attorney Mark Boxer, DLA Piper re: ERISA Update and DOL Fiduciary rule update
Sponsors: Voya, OppenheimerFunds, AllianceBernstein, Deutsche Bank, Fidelity Investments

When: Mar. 24, 2016
Where: Seattle, WA
Location: The Capital Grille
Featured Speaker: ERISA Attorney Craig Day of Lane Powell
Sponsors: Empower, Putnam Funds, T. Rowe Price, Columbia Funds, Allianz, Fidelity Investments

When: Mar. 23, 2016
Where: Bellevue, WA
Location: Ruth’s Chris Steak House
Featured Speaker: ERISA Attorney Craig Day of Lane Powell
Sponsors: Empower, Putnam Funds, T. Rowe Price, Columbia Funds, Allianz

When: Mar. 3, 2016
Where: Jackson, MS
Location: Seafood R’evolution Restaurant
Featured Speaker: Chef de Cuisine, Payton Warren
Sponsors: OneAmerica, OppenheimerFunds, American Century, T. Rowe Price, Artesys, TIAA-CREF

When: Mar. 2, 2016
Where: Birmingham, AL
Location: OvenBird Restaurant
Sponsors: OneAmerica, OppenheimerFunds, American Century, Prudential Investments, T. Rowe Price, Artesys, TIAA-CREF

When: Mar. 1, 2016
Where: Atlanta, GA
Location: The Capital Grille, Buckhead,
Featured Speaker: Mike Zahariades, RPA and Danny Kling, Transamerica
Sponsors: Retirement Plan Solutions, TransAmerica, NeubergerBerman, Ridgeworth Investments and Oppenheimer Funds

When: February 5, 2016
Where: Denver, CO
Location: Valley Country Club
Sponsors: OneAmerica

When: January 21, 2016
Where: Portland, OR
Location: The Heathman Hotel
Featured Speaker: ERISA Attorney Iris Tilley, Barran Liebman, LLP
Sponsors: Oppenheimer Funds, Empower, Fidelity, Voya, AB Global, American Century

When: December 3, 2015
Where: Morristown, NJ
Location: Rod’s Steak and Seafood Grille
Featured Speaker: ERISA Attorney Joan Neri, Drinker Biddle & Reath
Sponsors: Oppenheimer Funds, Transamerica

When: December 2, 2015
Where: Paramus, NJ
Location: Chakra Restaurant
Featured Speaker: ERISA Attorney Joan Neri, Drinker Biddle & Reath
Sponsors: Oppenheimer Funds, Transamerica

When: Sept. 24, 2015
Where: Nashville, TN
Location: Nashville City Center
Featured Speaker: ERISA Attorney James Bristol, Waller Lansden
Sponsors: OneAmerica, American Century, Prudential, Artesys, TIAA-CREF, BMO Global Asset Management, Putnam Funds, Allianz, T. Rowe Price, Oppenheimer Funds, Nuveen
Attendees: OneAmerica Event

When: Sept. 23, 2015
Where: Knoxville, TN
Location: Club LeConte
Featured Speaker: ERISA Attorney Al Holifield, Holifield & Associates
Sponsors: OneAmerica, American Century, Prudential, Artesys, TIAA-CREF, BMO Global Asset Management, Putnam Funds, Allianz
Attendees: OneAmerica Event

When: Sept. 22, 2015
Where: Chattanooga, TN
Location: The Chattanoogan Hotel
Featured Speaker: ERISA Attorney Bill Robinson, Baker Donelson
Sponsors: OneAmerica, American Century, Prudential, Artesys, TIAA-CREF, BMO Global Asset Management
Attendees: OneAmerica Event

When: Aug. 29, 2015
Where: Napa, CA
Location: Embassy Suites
Sponsors: Oppenheimer Funds, PNC Capital Funds
Attendees: OneAmerica Event (occurring during GoPro Grand Prix of Sonoma weekend)

When: Aug. 12, 2015
Where: Melville, NY (Long Island)
Location: Jewel Restaurant
Featured Speaker: Robert Kaplan, Voya Financial Vice President and National Training Consultant
Sponsors: Voya, Blackrock, Lord, Abbet & Co., Victory Funds, American Century
Attendees: National Elite Advisor Retirement Conference

When: Aug. 11, 2015
Where: Paramus, NJ
Location: Chakra Restaurant
Featured Speakers: Robert Kaplan, Voya Financial Vice President and National Training Consultant; Joan Neri, Counsel, Drinker Biddle & Reath, LLP
Sponsors: Oppenheimer, Voya, Blackrock
Attendees: National Elite Advisor Retirement Conference

When: Aug. 10, 2015
Where: Philadelphia, PA
Location: The Capital Grille (King of Prussia)
Sponsors: Empower, Oppenheimer, Invesco
Attendees: National Elite Advisor Retirement Conference

When: Aug. 6, 2015
Where: Atlanta, GA
Location: The Capital Grille (Buckhead)
Sponsors: Neuberger Berman, Empower, Voya, Blackrock, American Century, Ridgeworth Investments, Paycor
Attendees: National Elite Advisor Retirement Conference

When: Jul. 21, 2015
Where: Irvine, CA
Location: Cucina Enoteca
Sponsors: Oppenheimer Funds, Pioneer Investments, Empower, T. Rowe Price, American Century, Legg Mason
Attendees: Exclusive Advisors

When: Jun. 15, 2015
Where: Portland, OR
Location: Heathman Hotel
Sponsors: Nationwide, PCS, Oppenheimer Funds
Attendees: West Coast Elite Retirement Advisor Conference

When: May 14, 2015
Where: Walnut Creek, CA
Location: Prima Ristorante
Featured Speaker: Hitesh Patel, Portfolio Manager, PNC Capital Advisors LLC
Sponsors: Nationwide, Prudential Investments LLC, Pioneer Investments
Attendees: California Elite Retirement Advisors Council