WOMEN IN RETIREMENT CONFERENCE

June 10-12, 2018 - BURLINGTON, VT
Celebrate the growth women are making within the retirement plan industry! Join your colleagues at this one of a kind event, where you’ll hear from groundbreaking speakers, attend powerful professional development sessions, and participate in thoughtful roundtables.

Who are your fellow co-WiRCers, you ask?
This intimate event is for women advisors and women who own or work for a Third Party Administration firm. (Sorry, the event is closed to others.)

What is this event like?
You’ll explore the unique challenges, both personal and professional, that women face in the retirement plan industry. But make no mistake: this is no “soft” conference—these are serious topics, insightful speakers, and best of all–some super amazing, powerhouse women influencers in the industry!

The attendees are awesome. The location is fantastic. The discussions are top-notch!

You’re in for a real treat.

REGISTRATION PRICING

Member

Non-Member

ASPPA/NAPA $450 $600

Women In Retirement Conference

WiRC Days

Shortest way to explore what will happen
10 June, 2018

“WiRC”-ing Welcome Dinner

09:15 - 10:30
9:15 AM - 10:30 AM

WiRCshop Part I

Start with Talents, Finish with Strengths Mary Proctor Trane, Founder, Verite, Inc. Utilizing the Gallup Clifton StrengthsFinder assessment, this ...

Start with Talents, Finish with Strengths

Mary Proctor Trane, Founder, Verite, Inc.

Utilizing the Gallup Clifton StrengthsFinder assessment, this highly interactive workshop will debunk the notion of being “well rounded” and instead, look at how we can lean into our natural talents to achieve our greatest potential.

Participants will dig into their own customized reports which describe their Top 5 Talents themes. We will discuss the balconies and basements of our talents – how they can be used productively, and if overused, can work against them.

We’ll end the session with an opportunity to “aim” our talents to achieve a specific result. Participants will walk away inspired, affirmed, having gained self-awareness, as well as the understanding that our greatest successes come by tapping into our authentic, natural talents.

11 June, 2018

Beverage Break with Sponsors

11:00 - 12:15
11:00 AM - 12:15 PM

WiRCshop Part II

Start with Talents, Finish with Strengths, Mary Proctor Trane, Founder, Verite, Inc.

Start with Talents, Finish with Strengths, Mary Proctor Trane, Founder, Verite, Inc.

11 June, 2018

Net-“WiRC”-ing Lunch

13:15 - 13:35
1:15 PM - 1:35 PM

Sponsors at WiRC

We know how valuable our sponsor support is to your daily business. In these sessions, Sponsors will have 5 ...

We know how valuable our sponsor support is to your daily business. In these sessions, Sponsors will have 5 minutes to present a 'big idea' that you can leverage in your day to day business and beyond. As always, these presentations promise to be educational and entertaining.

13:35 - 14:30
1:35 PM - 2:30 PM

General Session 1

Polishing Your Professional Image Becky Rupiper-Greene, Tero International People often see you before they hear you, and how you ...

Polishing Your Professional Image

Becky Rupiper-Greene, Tero International

People often see you before they hear you, and how you look to others plays an important role in establishing your credibility. Our visual messages precede anything we say or do and those visual messages can greatly affect our level of impact and success. Does your image and appearance convey your organization's desired message and goals?

Discover how to develop a professional image which will be in alignment with the message and results intended.

Learn strategies to:
• Understand the relevance of the message your appearance communicates
• Differentiate between suitable and unsuitable working attire
• Construct a professional wardrobe on a budget
• Incorporate the fundamentals of fit and fabric into your wardrobe
• Implement professional grooming standards

14:30 - 14:50
2:30 PM - 2:50 PM

Sponsors at WiRC

We know how valuable our sponsor support is to your daily business. In these sessions, Sponsors will have 5 ...

We know how valuable our sponsor support is to your daily business. In these sessions, Sponsors will have 5 minutes to present a 'big idea' that you can leverage in your day to day business and beyond. As always, these presentations promise to be educational and entertaining.

11 June, 2018

Beverage Break with Sponsors

15:15 - 15:45
3:15 PM - 3:45 PM

Connecting and Collaborating

Megan Crawford (moderator) Consultant/Plan Design Williams Benefit Consulting, LLC Leigh Lewis, QPA, QKA Principal/Consultant Metro Benefits, Inc Amy Koch, ...

Megan Crawford (moderator)
Consultant/Plan Design
Williams Benefit Consulting, LLC

Leigh Lewis, QPA, QKA
Principal/Consultant
Metro Benefits, Inc

Amy Koch, CRPS®, CPFA
Financial Advisor, Vice President
Wunderlich Securities

08:30 - 08:40
8:30 AM - 8:40 AM
08:40 - 10:00
8:40 AM - 10:00 AM

General Session II

Transformation is an Inside Job Keynote Speaker: Charlotte Stallings, President/CEO, Getting Smart LLC All the conferences, trainings and qualifications ...

Transformation is an Inside Job
Keynote Speaker: Charlotte Stallings, President/CEO, Getting Smart LLC
All the conferences, trainings and qualifications in the world, or bullet-pointed articles you read or experts you hire, won’t transform your career, team or life until you get incredibly honest with yourself. One of the keys to retaining great employees, producing outstanding work, leading productive teams or earning more money is to examine your own mindset and motives and commit to doing the work to move from where you are, to where you want to be. The good news is, once you identify those obstacles and hold yourself accountable – you become unstoppable. Topics covered will include personal accountability, changing the stories you’re telling yourself, and taking the steps toward what you want. Participants will understand how internal transformations anchor everything; learn strategies to move from being stuck to getting started; and understand the strength of living out your transformation, and how it empowers others.

10:00 - 10:20
10:00 AM - 10:20 AM

Sponsors at WiRC

We know how valuable our sponsor support is to your daily business. In these sessions, Sponsors will have 5 ...

We know how valuable our sponsor support is to your daily business. In these sessions, Sponsors will have 5 minutes to present a 'big idea' that you can leverage in your day to day business and beyond. As always, these presentations promise to be educational and entertaining.

12 June, 2018

BEVERAGE BREAK WITH SPONSORS

10:35 - 12:00
10:35 AM - 12:00 PM

She Said/She Said

WiRC represents two very different business models; the advisor practice and TPA offices. This session is intended to bring ...

WiRC represents two very different business models; the advisor practice and TPA offices. This session is intended to bring those two together. You will learn from extraordinary women, discovering where your businesses are similar as well as examining ways to leverage your differences. The focus will be on how you navigate the sometimes rough waters of owning and managing a business and how you are able to leverage one another's business models to optimize future success.

Alicia Malcolm (moderator)
Financial Advisor
UBS Financial Services

• Leveraging SHRM to Harvest Leads (Prospecting)

Amanda Iverson, CPA, PHR, SHRM-CP, APM
Chief Operating Officer
Pinnacle Plan Design, LLC

Jeanne Fisher, CFP®, CPFA, MBA
Financial Planner - Qualified Plan Specialist
ARGI Financial Group

• 3 Things That Make Clients Love You or Building Loyalty (Client Satisfaction)

Mickie Murphy, QPA, QKA, ERPA
Senior Manager
Blue Benefits Consulting

Renee K. Scherzer
Registered Principal
LPL

• Out with the Old - In with the Inventive (Practice Management)

Barb Leadem, QPA, QKA
Owner
Atlantic Pension Services, Inc.

Shannon Maloney, CEBS
Managing Director, Michigan National Practice Leader Defined Benefit Plans
and ESOPs
Strategic Retirement Partners

12 June, 2018

Net-“WiRC”-ing Lunch

13:00 - 14:00
1:00 PM - 2:00 PM

Who Has Time for Marketing?

Kathleen Roche (moderator) Vice President, Channel Management Strategy Ascensus Janine Moore, CPFA Managing Partner/Principal Peak Financial Group, LLC Shannon ...

Kathleen Roche (moderator)
Vice President, Channel Management Strategy
Ascensus

Janine Moore, CPFA
Managing Partner/Principal
Peak Financial Group, LLC

Shannon Edwards, ERPA, QPA, QKA, APR
President
TriStar Pension Consulting

Laina Davidson
Marketing Director
TriStar Pension Consulting

There’s no shortage of marketing ideas floating around our industry, yet advisors and TPAs are often unsure how to go about putting these ideas into action. Where do you find the time and resources to work on marketing activities? Which activities do you prioritize? What strategies deliver the most value and opportunity for new client acquisition?

You’ll hear from an All-Star panel that’s cracked the code on jumping marketing hurdles and delivering results. From leveraging simple social media strategies to planning benefit-oriented events for clients and prospects, these ladies have turned their marketing efforts into profitable ventures.

14:00 - 15:00
2:00 PM - 3:00 PM

Wisdom at WiRC – Putting It All Together

Sheri Alsguth, EA, CPC, MSPA, QPFC (moderator) Consulting Actuary Pinnacle Plan Design, LLC

Sheri Alsguth, EA, CPC, MSPA, QPFC (moderator)
Consulting Actuary
Pinnacle Plan Design, LLC