November 2 & 3, 2016
Michael Miller
Wellesley Asset Management
Marcia Wagner
The Wagner Law Group
Lathan Mahaffey
J.P. Morgan Asset Management
Joseph Ready
Wells Fargo Retirement
Charles Nelson Voya Financial
Industry Executives Offer Ideas and Strategy to:
Design a Winning Advisor Game Plan for 2017
Dennis Heinke Franklin Templeton Companies LLC
Jane Barratt
GoldBean Advisors
Todd Millay
Choate Investment Advisors
Tina Wilson
MassMutual, U.S.
Dave Caruso
Coastal Capital Group, LLC