Becky Bell, CFP®
Vice President, Alternative Channels, Longbridge Financial
Becky Bell, CFP®, MBA is Vice President of Alternative Channels for Longbridge Financial, LLC, a reverse mortgage firm that specializes in working with financial advisors. As a Certified Financial Planner® with a unique perspective on the role of home equity in financial planning, Becky has spent the last 10 years delivering focused training to advisors on how and when to compliantly use reverse mortgage strategies in retirement income and longevity planning. Becky also has over 20 years of financial product experience and has held executive roles with Fortune 50 companies including GE and Metlife.
Bradley Camden, CFA
Director, Fixed Income Strategy Northern Trust Asset Management
Brad Camden, CFA is the director of fixed income strategy for Northern Trust Asset Management. Brad's main responsibility is to head the taxable active long duration strategy team. He has oversight and portfolio management responsibilities across a variety of both active and passive strategies.
He is chair of the Fixed Income Credit Strategy Committee and a member of the firm's Tactical Asset Allocation and Investment Policy Committees.
Prior to joining Northern Trust Asset Management in 2005, Brad was a member of Northern Trust's Global Opportunities in Leadership Development (GOLD) program where he completed rotations in Tax Advantage Equity, Equity Research, and Fixed Income. Brad began his career with Northern Trust in 2002.
Brad received a B.A. in Economics from DePauw University. He is an active CFA Charterholder and a member of the CFA Institute and the CFA Society Chicago.
Natalie Choate, Esq.
Nutter, McClennen & Fish
Natalie Choate is an attorney with the Boston law firm of Nutter, McClennen & Fish. Her practice is limited to estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.
Ms. Choate is the founder and former chair of the Boston Bar Estate Planning Committee; a former chair of the Boston Bar Employee Benefits Committee; and a member and former officer of the Boston Probate and Estate Planning Forum. She is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named "Estate Planner of the Year" by the Boston Estate Planning Council, Ms. Choate is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded Natalie the "Distinguished Accredited Estate Planner" designation.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. She is a contributing author and co-editor of the book Drafting Wills and Trusts in Massachusetts published by Massachusetts Continuing Legal Education, Inc., and an editorial advisor for Trusts and Estates magazine. She writes a monthly web column and "podcast" for MorningstarAdvisor.com.
Ms. Choate has taught professional-level courses in estate planning in 45 states, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Tennessee, Washington State and Southern Federal Tax Institutes. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, Bloomberg Wealth Manager, Newsweek, Kiplinger's Personal Finance, Forbes, Financial Planning and Financial World.A Boston native, Ms. Choate is a graduate of Radcliffe College and Harvard Law School.
President and Chief Strategist, Allianz Exchange, and Chairman of the Insured Retirement Institute (IRI) Board of Directors
As president and chief strategist for the Allianz Exchange, a division of Allianz Life Insurance Company of North America (Allianz Life®), Robert DeChellis is responsible for uniting strategic relationships, technology, and intellectual capital to identify uncommon financial solutions and thought leadership. In this role, DeChellis collaborates with the global family of Allianz companies as well as outside partners to address the growing demand for holistic financial advice.
Most recently, DeChellis was president and CEO of Allianz Life Financial Services, LLC. Prior to joining Allianz Life in 2006, DeChellis was EVP of Travelers Life & Annuity's retail annuities division. Before that, he served as EVP and national sales manager for Jackson National LIfe DIstributors Inc., managed sales for a broad range of product lines and distribution channels at Goldman Sachs, and was a regional manager for Lord Abbett & Co.
DeChellis earned a BS in finance from the University of Colorado Boulder and holds an MBA from the Kellogg School of Management. He is also serving as Chairman of the Insured Retirement Institute.
Glenn A. Dial
Managing Director and Head of Retirement Strategy, Allianz Global Investors
Mr. Dial is a managing director with Allianz Global Investors, which he joined in 2011 as Head of Retirement Strategy. Mr. Dial has 22 years of retirement-industry experience. He previously held senior-management positions with JPMorgan and Ceridian. Mr. Dial is a co-inventor of the “method and system for evaluating target-date funds” and is also credited with developing the target-date fund category system commonly referred to as “To versus Through.” He is the author of a monthly newsletter titled, “Dialed In to Retirement.”
Glenn is one of the 40 Most Influential People in the Defined Contribution industry according to the 401kWire.com survey in 2015, 2014, 2013. He has a B.S./B.A. in finance from the University of Central Florida and an M.B.A. from Rollins College.
Vice President, Advanced Markets, Allianz Life Insurance of North America
As vice president of Advanced Markets for Allianz Life Insurance Company of North America (Allianz Life®), Chuck DiVencenzo helps financial professionals and their clients with the complexities of retirement, estate planning, business continuation, and developing possible solutions to tax issues. In this role, he works extensively with financial products, including annuities and life insurance.
Prior to joining Allianz Life in 2013, DiVencenzo led the advanced market team at Hartford Life. Before that, he was a practicing tax attorney, a tax consultant at Ernst & Young, and chief operating officer at Paradigm Capital Management, Inc.
DiVencenzo earned his BS from Canisius College in New York and JD from the University of Pittsburg School of Law in Pennsylvania. He holds a CPRC (Chartered Retirement Planning Counselor) designation and FINRA Series 7 and 66 securities registrations. In addition, DiVencenzo is a member of the American Bar Association, New York State Bar Association, Investment Company Institute, and Securities Industry Association.
Amy Florian is the CEO of Corgenius, and she combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.
An acclaimed speaker and expert, she is author of over 100 articles and the book “No Longer Awkward: Communicating with Clients through the Toughest Times of Life”. She was recently named one of the 20 Most Creative People in Insurance and Financial Services for her groundbreaking work, and she also was honored as an “Influential Woman in Business” from the National Association of Women Business Owners.
Amy is a former columnist for the Journal of Financial Planning who has been quoted or featured in publications such as the Wall Street Journal, CNBC, MSN Money, Barron’s, On Wall Street, ThinkAdvisor, Investment News, Wealth Management, Financial Planning, and Huffington Post.
Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).
She taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals nationwide.
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.
Chair, Funding Longevity Taskforce
Shelley Giordano earned a B.A. from the College of William and Mary and an M.A. from Old Dominion University. In a 15 year career in HECM lending, Shelley has participated as a panelist in the White House Conference on Aging, and served as a speaker for the ABA, NAHB, CNN financial, and numerous other financial groups. She writes regularly for the industry and participates as a subject matter panelist for housing wealth in retirement.
She is an instructor with the American CE Institute. She founded the Funding Longevity Task Force and serves as Chair. Shelley leads the Home Equity Retirement Specialist program at Security 1 Lending and has developed a series of calculators to help planners assess housing suitability in retirement.Shelley lives in Washington, DC and advocates there for financial literacy with Women in Housing and Finance.
EVP Institutional Business Development, Orion Advisor Services, LLC
Kyle Hiatt has been an integral part of the Orion team since joining the firm 20 years ago. His experience at Orion - Accounts Receivable, Inside Sales, Team Management, Vice President of Operations, Key Accounts Manager, and Business Development - has provided Kyle with a wealth of knowledge that he utilizes to help advisors transition to Orion’s back-office service. Kyle also spent time as an advisor and knows first-hand the tools that advisors need to run a more efficient, client-centered practice. Kyle now oversees the Orion Sales and Technology Consulting teams. Kyle’s diligence, focus, tenacity, and consistency provide those who work with him an example as they serve our advisors.
Kyle’s passion is working closely with Orion’s partners to create and strengthen efficiencies for our advisors, and delivering these solutions to them.
Mr. Hiatt holds a Bachelor of Science Business Administration from Creighton University in Omaha, Nebraska, and a Master of Business Administration from the Bellevue University. He currently holds NASD Series 6, NASAA Series 66, and NASAA Series 26 securities registrations.
When he is not working, Mr. Hiatt enjoys running, golfing and spending time with his family.
Associate Professor of Taxation, The American College of Financial Services
Jamie P. Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP® is an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and he is the co-director of the New York Life Center for Retirement Income. Professor Hopkins has helped co-author three text books and has two ebooks on Retirement Planning, is a regular contributor for InvestmentNews, Forbes, and MartketWatch. Additionally, he serves on the Board of Directors of a technology company that helps serve the retirement income and housing industry, ReverseVision, which was recognized as a Deloitte’s 2015 Technology Fast 500 Company.
Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael has co-authored numerous books, including “The Annuity Advisor” with John Olsen (now in 3rd edition), the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.
Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a "Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth Management" by industry publications. These awards were presented to honor Michael’s active work in the financial planning community, which currently includes serving as a member of the Editorial Review Board for the Journal of Financial Planning, national chair of the Financial Planning Section for the Society of Financial Services Professionals, and numerous other boards and committees for the Financial Planning Association and the Society of Financial Services Professionals at the local and National levels. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.
Jeffrey Kleintop, CFA
Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc.
Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts and in-person events.
Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s and Financial Times, and he is a regular guest on high profile news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.
Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today’s Changing Financial Markets, which was published in 2006.
Kleintop earned his B.S. degree in Business Administration from the University of Delaware and received his M.B.A. degree from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).
Phil Lubinski, CFP®
Partner, First Financial Strategies LLC and Strategic Distribution Institute, LLC
Phil began his financial planning career nearly 40 years ago. He has been called the "father of buckets" dating back to 1984 when he developed his first segmented retirement income strategy. As an advisor, he built both a successful personal practice and a large OSJ in Denver specializing in retirement income planning. He has been a contributing editor to Investment News, Kiplinger Magazine, the Retirement Income Journal, Bottom Line and has appeared on CBS Nightly Business Report. In 2014 he sold his practice and OSJ to his transition partner. Since then, Phil has co-developed the 3rd version of his signature segmented strategy, called IncomeConductor. Several large independent B/Ds have approved its use. Last year, the IncomeConductor technology underwent a due diligence review by Jason Roberts and was deemed "DOL compliant". Phil's message to advisors and clients has consistently been to bring value with "plan management", not "asset management". In a time of fee compression and "robo" competition, his message couldn't be more timely.
Vice President, Marketing – Individual Markets, Great-West Financial
Nag Odekar is Vice President and Head of Marketing for individual markets for Great-West Financial®. Nag began his financial services career at Fidelity Investments in 1999. From there, he held leadership roles in brand management, market research, advertising and marketing strategy at The Hartford and Northwestern Mutual. Nag also has prior experience as the cofounder and COO at ForeverCar.com, an online retailer that enabled consumers to purchase and finance automobile warranties. Prior to ForeverCar, Nag was Vice President of Consumer Marketing at Aviva (now Athene), a leader in indexed life and annuities, where he led the company’s innovation pipeline and brand strategy.
Nag holds a bachelor’s degree in music from Oberlin Conservatory and an advanced certificate from the Juilliard School. He also earned a double master’s in composition and conducting at the University of Michigan.
Wade Pfau, Ph.D.
Professor of Retirement Income, The American College of Financial Services
Dr. Wade Pfau, is a Professor of Retirement Income in the Ph.D. in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to The College's Retirement Income Certified Professional(r) (RICP(r)) designation program curriculum.
Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.
Dr. Pfau was a selectee for the InvestmentNews "Power 20" in 2013 and "40 Under 40" in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine's Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.
Dr. Pfau holds a doctorate in economics and a master's degree from Princeton University, and Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. He is also a Chartered Financial Analyst(r) (CFA(r)).
Barry Sacks, J.D., Ph.D.
Longevity Funding Task Force
Barry Sacks, J.D., Ph.D., is a practicing tax attorney in San Francisco, California. He has specialized in pension-related legal matters since 1973 and has published numerous articles in legal journals.
Barry Sacks, Ph.D. has also published his retirement analysis research in the Journal of Financial Planning. Barry earned his bachelors in Electrical Engineering and Political Science from M.I.T. in 1961. Then he went on to earn his Ph.D. in Physics from M.I.T., thus establishing that he's got mad skills when it comes to math. He worked as a professor for a number of years, teaching at U.C. Berkeley during the late 1960s. In 1973, Barry earned his J.D. from Harvard Law School, he's been a member of the California Bar since 1973, and since 1980, he's also held the designation, Certified Specialist, Taxation Law, from the California Board of Legal Specialization. In addition, he's been...Selected by professional peers for listing in "Best Lawyers in America," 2004 to present.Selected by professional peers for listing in "Super Lawyers of Northern California," 2004 to present.
Mark Schoeff, Jr.
Mark Schoeff Jr. is a senior reporter for InvestmentNews, a business magazine published by Crain Communications. He covers legislation and regulations affecting retail investment advisers and brokers.
Prior to joining InvestmentNews in April 2010, Schoeff served for nearly five years as the Washington correspondent for Workforce Management, a former Crain publication, writing about employment and labor law. He has contributed regularly to Howey Politics Indiana, a weekly political newsletter based in Indianapolis, since 1997.
Schoeff came to Workforce Management in June 2005 from the Center for Strategic and International Studies, a Washington think tank where he was director of external relations for eight years.
A native of Ft. Wayne, Ind., Schoeff also worked on Capitol Hill for Sen. Richard Lugar. He was Lugar’s press secretary from 1995-97 and deputy press secretary from 1992-1994. During that time, Lugar was chairman of the Senate Agriculture Committee and a presidential candidate.
Schoeff began his career in New York City, where he was managing editor of community paper in Manhattan and an assistant project director for Brecker & Merryman, a human resources consulting firm. He also wrote for the Fort Wayne (Ind.) News-Sentinel during high school and college.
Active in the National Press Club, Schoeff is currently co-chair of the Publications Committee, an editor of the Wire, the Club’s daily electronic newsletter, and a member of the Headliners Committee. He also has served as chairman of the Newsmakers and Awards committees.
In college, Schoeff was an editor and reporter at his daily campus newspaper, The Purdue Exponent, an independently owned publication. He was named outstanding student in Purdue's Krannert School of Management and at the Institute for Political Journalism, a program at the Fund for American Studies.
Schoeff earned an undergraduate degree in management, with a minor in English, from Purdue University. He has a master's degree in International Commerce and Policy from George Mason University in Fairfax, Virginia. As part of the ICP program, he studied at Oxford University in England during the summer of 2002.
VP, Head of Investor Education
As Head of Investor Education, Ryan is responsible for content development and delivery for myMoneyGuide®. A 20-year veteran of the financial services industry, he draws on his experience of having presented to groups of investors, advisors, attorneys, and accountants in 46 states, Washington D.C., and Puerto Rico. Topics have included investments and insurance, income and estate planning, retirement plans, college savings, charitable giving, and financial planning issues for women.
As a former Vice President of Advanced Markets at a major financial services company, Ryan specializes in translating complex tax and financial planning concepts into simple, actionable ideas. He also previously led marketing teams who created print, web, and continuing education content for financial advisors, as well as client-focused material on a variety of financial subjects.
Ryan has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), CRPC®, and CMFC® designations; he is also a Fellow of LOMA®’s Life Management Institute.
He lives in Charlotte, NC, where he holds volunteer leadership roles with the American Cancer Society and Hands On Charlotte. Ryan is a graduate of Bucknell University with a bachelor’s degree in Business Administration.
Vice President of Public Policy, CFP Board
As Vice President of Public Policy, Maureen Thompson works to advance the mission of CFP Board by advocating its public policy positions before Congress, the executive branch of the federal government, state legislatures and other state governmental offices.
Prior to coming to CFP Board in 2017, Thompson was known around Washington, D.C. and nationally as a champion for consumers and investors. She was often cited by policymakers and the media as a highly-regarded advocate for working families, the elderly and other groups that do not often have a voice on Capitol Hill or in the White House.
Previously, Thompson was a senior principal in The Hastings Group for over 26 years. There she built a highly successful government relations and coalition building practice and was involved with a wide-variety of high profile public policy issues including the Dodd-Frank Act and bankruptcy reform. She also led and managed the Save Our Retirement coalition of 75 organizations in support of the Department of Labor’s fiduciary rule to protect American retirement savers from conflicts of interest.
Prior to founding The Hastings Group, Thompson served as a legislative and policy adviser to the North American Securities Administrators Association (NASAA), working on a variety of financial services reforms to benefit the American public.
Thompson is a Phi Beta Kappa graduate of Skidmore College, earning Bachelor’s degrees in history and government.
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
“I was very satisfied and will attend next year and bring another adviser from my practice”
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
“I thought this year was the best of the three I’ve attended. The speakers and topics are top notch, the location is great, the food is great. All in all, this is a highlight for us to attend and we hope it continues to fit well into our schedule for years to come!”
“Mary Beth Franklin is always great and today was no exception.”
“Natalie Choate continues to be cutting edge. She always offers new ideas and insights.”
“Great summit! Thank you.”
“Amazing experience and I will be back next year!”
Financial Advisers: Get early bird savings and register for $525.
The 2017 Retirement Income Summit is approved for 13.5 CFP and IMCA Credits.