May 5-6, 2016
The Hyatt Regency Dallas
The conference allows advisors to:
Enhance your ability to assist clients who are planning for retirement or need help meeting retirement needs.
Hear and share ideas on new retirement realities, issues you face with clients, and strategies to address client goals.
Become energized from new ideas to help build your practice.

Featured Speakers


Rick Adkins

Rick Adkins founded The Arkansas Financial Group in 1982. Adkins served as chair of the Certified Financial Planner Board of Standards’ Board of Governors in 2003. He received a B.S. degree in management from Harding University and an M.B.A. from the University of Mississippi.

J. Ralph Broadwater, MD

Dr. Ralph Broadwater graduated from Southern Methodist University, magna cum laude, and was elected to Phi Beta Kappa. Broadwater attended medical school at the University of Arkansas for Medical Sciences and completed his surgical residency at UAMS. He completed a two-year fellowship in surgical oncology at the M.D. Anderson Cancer Center in Houston, Texas. He returned to Arkansas in 1986 where he is chief of surgical oncology at the University of Arkansas for Medical Sciences.

Wade Dokken

Wade Dokken has 25 years of experience as an annuity marketing innovator and senior life company executive manager. Dokken is a partner of WealthVest Marketing with Lincoln Colins. Previously, Dokken was CMO and CEO of American Skandia, a $43 billion variable annuity company. WealthVest is a national distribution company of annuities-principally to banks and broker-dealers.

Ric Edelman

Ric Edelman is an acclaimed advisor and has been ranked the #1 Independent Financial Advisor in the nation three times by Barron’s. He and his team of experienced advisors manage more than $15 billion for clients across the country. Edelman hosts radio and television shows heard and seen by millions of people every week and is also the #1 New York Times best-selling author who has published seven books.

Harold R. Evensky

Harold Evensky is the chairman of Evensky & Katz/Foldes Financial Wealth Management. Prior to forming his own company, Evensky served as a vice president of investments with major investment banking firms. He has been a featured speaker on investment topics at numerous national and international conventions. He is also a professor of practice in the Department of Personal Financial Planning at Texas Tech University and a contributing writer for Financial Advisor magazine.

Russell T. Hill

Russ Hill received his B.A. in economics from Stanford University and his M.B.A. from the Stanford Graduate School of Business. He is also the chairman of the Investment Committee for MemorialCare Health Systems, the International Center for Wealth Advisory Excellence and the New Retirement Forum.

Dorothy Hinchcliff

Dorothy Hinchcliff is managing editor of Financial Advisor magazine and editor of its website,, and FA green, She has been instrumental in expanding the magazine’s website and launched FA green, which focuses on sustainable investing and advisors who provide advice on the topic. Hinchcliff has been a financial journalist for more than 20 years.

Deena Katz

Deena Katz is an associate professor in the Department of Personal Financial Planning at Texas Tech University and a founding partner of Evensky & Katz/ Foldes Financial Wealth Management in Coral Gables, Fla. She is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topics.  She has a regular column in Financial Advisor magazine.


Kevin Knull

Kevin Knull, CFP, is the president of PIEtech Inc., creator of the industry’s leading financial planning software, MoneyGuidePro. Knull also holds the position of CEO of MoneyGuide Advisory Inc. With over 14 years of dedicated industry experience, he works extensively with many of the nation’s leading firms to develop and implement strategies to increase revenue and financial planning adoption, and drive greater efficiencies.

Christian Magoon

An ETF veteran, Christian Magoon has launched over 50 ETFs in the United States to date. Magoon has helped drive the adoption of ETFs by U.S. investors through numerous educational efforts highlighting the efficiency, transparency and flexibility of the ETF vehicle. He is also the CEO of Magoon Capital LLC.

Carolyn McClanahan, M.D.

Dr. Carolyn McClanahan founded Life Planning Partners Inc. in 2004. McClanahan writes and speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, New York Times, Money Magazine, and has appeared on CNBC and NPR.

Dan Moisand

Dubbed a “Future Star” in 2002 by Financial Advisor, Dan Moisand has been featured as one of the country’s top practitioners in most financial planning publications.  A prolific writer, he is the only two-time winner of the Journal of Financial Planning’s Call for Papers competition and has been a retirement columnist for Financial Advisor since 2010.  He is a past national president of the Financial Planning Association and has spoken to planner groups on five continents.

Wade D. Pfau, Ph.D.

Wade D. Pfau, Ph.D., CFA, is a professor of retirement income in the Ph.D. program for financial and retirement planning at The American College in Bryn Mawr, Pa. He also serves as the director of retirement research for inStream Solutions and McLean Asset Management.

John Salter, Ph.D.

John Salter, Ph.D., CFP, is an associate professor of personal financial planning at Texas Tech University where he has taught numerous courses in the program, including retirement planning, and has been heavily involved in the program’s administration. Salter is also a partner and serves as a wealth manager for Evensky & Katz/ Foldes Financial Wealth Management. He received his Ph.D. in personal financial planning from the university’s own personal financial planning program.

Evan Simonoff

Evan Simonoff is editorial director of Financial Advisor and Private Wealth magazines and is a founding partner of Charter Financial Publishing Network (CFPN). He has spent more than 20 years as an editor and reporter covering the financial services industry. Simonoff is a widely recognized expert on personal finance and investments.

Greg Sullivan

Greg Sullivan has over 30 years experience in investment management and personal financial planning. Sullivan is responsible for ensuring the continued growth and development of the business and specializes in providing investment management, tax advisory and financial planning services to clients. He has been recognized by Barron’s Top 100 Independent Financial Advisors report and by Washingtonian magazine as a 2014 Top Money Advisor.

Dr. Katy Votava

Dr. Katy Votava is a Medicare expert who consults with financial advisors and their clients throughout the United States. As a nurse practitioner and healthcare economist, Votava has a broad view of healthcare in retirement and what the real impact is on consumers. She provides up-to-the-minute information that advisors can apply immediately in practice. She is quoted widely in the press and speaks frequently on personal healthcare finance.

Michael Zmistowski

Michael Zmistowski, a certified retirement counselor with the International Foundation for Retirement Education and primary member of Financial Planning & Wealth Management LLC, has been in private practice for over 30 years designing and implementing financial plans with retirement income as his specialty. Zmistowski is a prominent conference speaker known for his energetic speaking style.

Subject to change

May 5, 2016

7:00 am - 8:00 am

Breakfast In Exhibit Hall

8:00 am - 8:10 am

Opening Remarks And Chairperson Welcome

David Smith, Financial Advisor and Private Wealth Magazines

8:10 am - 9:00 am

Keynote Address
The Human Face Of Retirement: Counseling The Whole Client

Nick Murray

9:05 am - 9:55 am

Keynote Address
Retirement: The Big Picture

Alicia Munnell

10:00 am - 10:30 am

Morning Network Break In Exhibit Hall

10:35 am - 11:25 am


Health Care In Retirement

Pending CE Credit
Dr. Katy Votava of returns with important updates on the latest changes in the health-care landscape that may dramatically impact your clients.


Dr. Katy Votava,
Carolyn McClanahan, Life Planning Partners


Bond Investing In A Volatile Environment

Pending CE Credit
Many people are predicting a liquidity crisis in bond investing, but what would that mean for your clients? Panelists discuss how to manage fear and assess the right bond allocation in retirement portfolios.

11:30 am - 12:20 pm


Sustainable Withdrawal Strategies

Pending CE Credit
Two leading experts discuss strategies based on the latest research that advisors can use to help many clients’ money last through long retirements.


Wade Pfau, Ph.D., The American College
Wade Dokken, WealthVest Marketing


Reverse Mortgages: New Terms And New Uses

Pending CE Credit
The world of reverse mortgages has change substantially. Our panelists discuss the new paradigm and explore issues that include how reverse mortgages can be used as part of a portfolio strategy, as well as how they may be needed to provide adequate income in retirement.


Dr. John Salter, Texas Tech

12:25 pm - 1:40 pm

Keynote Address: Peggy Noonan

Sponsored by

1:40 pm - 2:30 pm

Dessert Break In Exhibit Hall

2:35 pm - 3:25 pm


Income-Generating Investments

Pending CE Credit
Clients entering what could be a retirement lasting three decades or more require a combination of income and capital appreciation. In this session, several leading investors will discuss their strategies for providing investors with growth and income portfolios built to last.


Software And Risk In Retirement

Pending CE Credit
What software is best for advisors to use in building their clients’ retirement plans? The assumptions embedded in these programs are critical to the ultimate outcome of whether or not clients achieve their goals.

3:30 pm - 4:20 pm


Managed Payout Funds Vs. Annuities

Pending CE Credit
Both kinds of investments provide income streams, but for which retirement clients do these choices make sense?


Advanced Planning Issues For Physicians

Pending CE Credit
Doctors are a niche market that advisors in many communities may want to target. Learn the challenges that doctors face, including new ones from the Affordable Care Act, and how you can help them plan for the future.


Rick Adkins, The Arkansas Financial Group Inc.
J. Ralph Broadwater, MD, The Arkansas Financial Group Inc.

4:25pm - 5:15 pm


Equity-Income Investing For Retirement

Pending CE Credit
In this session, panelists will discuss their strategies for providing investors with growth and income portfolios built to last.


Potential Tax Planning Issues For 2016 And Beyond

Pending CE Credit
With a new president to be elected, what do advisors need to be aware of that could affect tax planning for their clients?

5:15 pm - 6:15 pm

Cocktail Reception With Exhibitors

May 6, 2016

7:00 am - 8:00 am

Breakfast in Exhibit Hall

8:00 am - 8:10 am

Opening Remarks and Chairperson Welcome

David Smith, Financial Advisor and Private Wealth Magazines

8:10 am - 9:00 am

What Longevity Means For Your Clients And Your Firm

Pending CE Credits
Two leading advisors extensively involved in studying longevity discuss the latest research on the topic and the far-reaching impact longer lives are having on financial planning.


Ric Edelman, Edelman Financial Services
Russ Hill, Halbert Hargrove Global Advisors

9:05 am - 9:55am


Where To Retire

Pending CE Credits
Should clients move when they retire? Our panelists look at issues that affect that decision, and when it’s better for clients to stay in their current homes.


Preventing Clients From Failing At Retirement

Pending CE Credits
Even well-off clients can make decisions that could leave them financially worse off when they enter retirement. Two leading advisors discuss how they stop clients from making decisions they are likely to regret.


Dan Moisand, Moisand Fitzgerald Tamayo
Greg Sullivan, Sullivan, Bruyette, Speros & Blayney

10:00 am - 10:50 am


Social Security: When To Start It

Pending CE Credits
For many clients, it may make sense to wait until full retirement or beyond to start drawing it, but individual circumstances and Social Security regulations may mean it's better for some to file earlier.


Changes In The LTC Marketplace

Pending CE Credits
The long-term-care insurance market has consolidated and new policies generally don’t offer as generous benefits. While traditional LTC insurance remains the right choice for many clients, other kinds of products are now available that expand choices and opportunities.

10:55 am - 11:25 am

Morning Network Break In Exhibit Hall

11:30 am - 12:20 pm


Variable And Fixed Annuities: Are They Worth Another Look?

Pending CE Credits
Many financial advisors have avoided annuities for their clients. But with the relentless need for retirement income, these kinds of annuities are worth evaluating.


The Retirement Plan Marketplace And Why You Should Consider It

Pending CE Credits
Qualified plans, including 401(k) and 403(b) plans, remain the primary savings vehicle for most Americans, and changes are being proposed across the country to increase savings in these vehicles. How can advisors play a role in serving plan sponsors and participants?

12:30 pm - 2:00 pm

Keynote Address: John Mauldin

Sponsored by

2:00 pm - 2:50 pm

Panel And Speakers To Be Announced

2:50 pm

Conference Adjourns

Sponsors and Exhibitors

2015 Sponsors

Allsup Inc

Allsup is a nationwide provider of Social Security disability, veterans disability appeal, exchange plan and Medicare services. Licensed and certified professionals assist with navigating the complexities of health insurance benefits. Services include the Allsup Medicare Advisor® and Allsup Benefits Coordination. Contact (888)220-9678 or go to


“AXA” is a brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY), MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), AXA Advisors, LLC, and AXA Distributors, LLC. In business since 1859, AXA Equitable Life Insurance Company is a leading financial protection company and one of the nation’s premier providers of life insurance, annuity, and financial products and services distributed to individuals and business owners through its retail distribution channel, AXA Advisors, LLC (member FINRA, SIPC) and to the financial services market through its wholesale distribution channel, AXA Distributors, LLC.

AXA S.A. is a Paris-headquartered holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC companies. AXA S.A. is a worldwide leader in financial protection strategies and wealth management with 102 million clients in 56 countries as of December 31, 2013.

The obligations of AXA Equitable Life Insurance Company and MONY Life Insurance Company of America are backed solely by their claims-paying ability.  Find AXA on Facebook, Twitter and LinkedIn.  For more information, visit

Beaumont Capital Management

Beaumont Capital Management’s (BCM) growth strategies help investors participate in bull markets while seeking to protect against large bear market losses. BCM provides rules-based investment solutions to advisors, institutions and retirement plan providers. Clients can opt for purely quantitative strategies or portfolios that combine quantitative and fundamental approaches. All eligible BCM strategies are GIPS verified by an independent third party.


BenefitsLink daily e-newsletters provide the latest developments and analysis in plan compliance, administration, policy and design. Website includes active message boards, industry news and an extensive calendar of conferences and webcasts. Find – and fill – job openings on

28,000 Employee Benefits Professionals rely on BenefitsLink to keep them up to date – do you?

Brokers International

Brokers International offers a wide selection of fixed annuity options from some of the nation’s leading carriers, along with extensive life insurance and investment solutions though our affiliates Brokers Life and Brokers Financial. Plus, we provide personalized sales support and exclusive business development programs that can bring valuable solutions to your clients.

The College for Financial Planning

The leading institution focused on meeting the education needs of financial services professionals, the College for Financial Planning created the Certified Financial Planner™ (CFP®) certification and have professional designations in retirement planning, asset management, and alternative investments. Flexible instructor-led/web-delivered classes featured eBooks and interactive quizzes bring the classroom to you. (formerly is the leading independent authority on ETFs, indexes and index funds. It covers product and market developments related to index funds, ETFs, index derivatives, and the sophisticated in­vestment strategies that use these financial tools. The web site aims to provide the industry’s best news, columns, research and features about the dynamic field of index-based investing and trading. It also offers valuable tools and data to assess markets and investment products, and incisive commentary designed to help advisers cut through the clutter and find the right products for their clients.


With roots dating back to 1965, Fieldstone Financial is one of the oldest continuously operating Fee-Only financial planning and investment advisory firms in the United States.

Whether you’re looking for an objective opinion about your personal financial situation, are in need of a seasoned professional to participate in your foundation’s investment committee, or require something in between, their collaborative team approach enables them to select the right people to fulfill your investment needs.

Because they offer no investment or insurance products and have no hidden agendas, each of the financial strategies they recommend is motivated solely by their interest in helping you achieve the financial goals you establish.

Folio Institutional

Folio Institutional provides custody and brokerage services to financial professionals and institutions nationwide, servicing billions of dollars in assets. Our patented online brokerage and investing solutions enable advisors to manage thousands of client accounts, implement diversified investment strategies, manage tax liabilities, and fully integrate billing, performance reporting, and other services.


GWG Holdings, Inc. (NASDAQ: GWGH) is a specialty finance company and leader in the life settlement market. GWG offers short term, high yield corporate debt through its publicly registered, non-traded, $1B investment offering L Bonds. GWG’s goal is to generate financial returns for GWG’s investors and shareholders while providing valuable financial solutions to seniors.

Huntington Funds

Huntington Asset Advisors (HAA) is the advisor to Huntington Funds. HAA is a wholly-owned subsidiary of The Huntington National Bank, which is a subsidiary of Huntington Bancshares Incorporated, a $59 billion regional bank holding company headquartered in Columbus, Ohio. At Huntington Funds, they focus on four key investor needs: strategic income, protection against impending inflation, managing volatility and capital appreciation. Their teams of experienced investment professionals shape their investment decisions through a continual analysis of general U.S. and international economic trends, forecast of interest rates, and review of the stock and bond markets. Huntington Funds is dedicated to the following:
• Top Down Investment Process
• Macro Driven Philosophy
• Tactical Money Manager
• Option Overlay with no use of Leverage


Ignite Funding

As a licensed mortgage broker, Ignite Funding connects commercial borrowers seeking reliable funding solutions and investors with excess capital to invest in Deeds of Trust. As a non-depository credit institution, their investors seek capital preservation in collateralized turn-key real estate, while earning a 10%-12% annualized return. Over $220 million funded since 2011.

Independent Financial Group, LLC (IFG)

Independent Financial Group, LLC (IFG) is an independent broker-dealer based in San Diego. Our promise: outstanding service and access to the tools that help advisors maintain their competitive edge.  It is the relationship with our representatives, employees & families that drive us not to be the biggest, but the best.

The Life Insurance Settlement Association

Established in 1994, the Life Insurance Settlement Association (LISA) is the oldest and largest trade organization serving the secondary market for life insurance. LISA educates consumers and financial advisors about options for unlocking the hidden value in life insurance policies. Over the Association’s 20 years, it has played a key role in developing legislation and regulations as the foundation for an open, transparent and competitive market for the transaction of life settlements. LISA’s mission is to advance the highest standards of practice and professional development for the industry, and to educate consumers and advisors about a life settlement as an alternative to lapse or surrender of a life insurance policy.

National Long-Term Care Brokers

National Long-Term Care Brokers (NLTCB) is an independent, nationally recognized insurance Brokerage General Agency (BGA) that specializes in Long-Term Care Insurance, Life Insurance, Disability Income Insurance and Fixed and Index Annuity consulting and sales.

They have received numerous national awards for their education, expertise and results in helping their affiliated agents and financial advisors as they assist their clients and prospects in planning for the future, protecting their assets and preserving their independence.


Nationwide is on your side.®

Nationwide® is a Fortune 100 mutual company with an 85-year history of strength and stability. We help advisors break down and simplify complex retirement challenges with powerful support, tools and strategies, and diverse solutions including annuities, mutual funds, life insurance and retirement plans. We’re committed to helping America retire successfully and to creating a brighter future for our members and communities. Learn more at


Nuveen Investments, founded in 1898, is a trusted leader in mutual funds, closed-end funds, and separately managed accounts. Committed to delivering excellence across every major asset class, it draws upon the focused expertise of seven independent affiliates that together manage more than $230 billion in assets as of December 31, 2014.

Realty Capital Securities

Realty Capital Securities, LLC (“RCS”), member FINRA/SIPC is a wholesale broker dealer focused exclusively on the distribution of non-traded investment programs. The products offeredon RCS’ platform target specific sectors with varying investment strategies.

As a leader in the non-traded investment program industry, RCS places a premium on offering the investment community unique exposure to diverse, complementary, and professionally managed investment opportunities to meet the objectives of suitable investors’ portfolio needs.

Realty Income

Realty Income is The Monthly Dividend Company®. Since our IPO in 1994, we have increased our dividend nearly 5% annually on a compounded basis and have increased the dividend 68 consecutive quarters. The monthly dividend is supported by over 4,200 freestanding commercial properties under long-term leases.


RiXtrema is a crash rating company for anyone managing money. Instead of crash testing cars, we offer tools to crash test investment portfolios and to mitigate risks.

Schooner Investment Group

Schooner Investment Group provides investment management services to institutions and financial intermediaries that are seeking to preserve and build capital with a focus on sustainable, risk reducing investment strategies.  The Firm manages mutual funds, with a focus on liquid alternative funds, separate accounts, and private investment funds.  Schooner advises the Schooner Fund (Tickers: SCNAX, SCNIX) a hedged-equity mutual fund.  The Fund was specifically designed for the general investing public; executing investment strategies that seek upside participation coupled with superior risk management.

Sierra Mutual Funds

Founded in 1987, Sierra currently manages over $1.8 billion in separate accounts and the two Sierra mutual funds, designed to serve the needs of retirees and other conservative investors. Sierra uses a globally-diversified tactical style, with proven risk-mitigation disciplines, and has achieved exceptional results across market cycles.

The twin goals of Sierra’s core strategy are (1) to average 8% or better over a market cycle (2) while at the same time limiting downside risk to 4%-5%.

Fact Sheets on the Sierra mutual funds can be viewed at For further information on the funds or separate managed accounts, call Whitney Barbarics at 1-855-556-1295 or email

Stadion Money Management

Established in 1993, Stadion Money Management is an independent firm headquartered near Athens, Georgia. Stadion is a money manager offering a suite of retirement and mutual fund products with a defensive bias. As of 12/31/2014, Stadion managed approximately $5.1 billion. Visit Stadion Money Management at

United Planners

United Planners is a hybrid firm (RIA and BD) uniquely structured as a Limited Partnership.  Advisors enjoy association with this stellar organization and rave about the culture, flexibility and true independence they experience from day one. High payouts, profit sharing, technology, service, marketing support and sophistication in the Retirement Plan space are among the most favored features.

Vida Capital

Vida Capital is a vertically integrated asset manager providing longevity-contingent investment solutions since 2009. Vida specializes in the structuring, servicing, financing and management of life settlement funds, asset-backed securities and customized portfolios. The Firm has many differentiating characteristics including vertical integration with Magna Life Settlements, and an experienced management team.

Voya Investment Management

Voya Investment Management (Voya IM) is a leading active asset management firm. As of September 30, 2014, Voya IM manages approximately $213 billion* for affiliated and external institutions as well as individual investors. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results.

YieldShares LLC

YieldShares LLC is an ETF Sponsor focused on investment income. Founded by ETF veteran Christian Magoon, the firm seeks to expand access to income focused investment strategies available inside an ETF.

Media Partner

Investor’s Business Daily

Founded in 1984 by investor and entrepreneur William J. O’Neil, Investor’s Business Daily (IBD®) provides individual and professional investors essential market-timing analysis, top performing lists and proprietary ratings to help them identify true market leaders. The information is delivered through their leading-edge investing products and innovative investor education programs. IBD created the world’s first stock database in the 1960’s to compare and rate stocks based on performance criteria to find emerging leadership. Today IBD tracks data on over 8,000 publicly traded companies and is used by over 600 institutional investors worldwide.


What is the dress code for the conference?
The attire for the conference is business casual. No shorts or t-shirts.

What is the cancellation policy?
If you are unable to attend, you may replace your registration with a substitute delegate at no extra cost. Should you completely cancel, notification must be submitted in writing. In the event the conference is cancelled, Charter Financial Publishing Network (CFPN) assumes no liability for non-refundable transportation costs, hotel accommodations or any additional costs incurred by registrants. CFPN reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.

What time does registration open?
Attendee registration opens at 7:00 a.m.

Can I register on-site on the day of the conference?
Yes, however we encourage you to register beforehand.

How will continuing education hours be credited?
Forms will be available at registration, all attendees are to self-report the program for credit.



Standard Advisor Registration: $199

Standard Non-Advisor Registration: $1,295

Standard Advisor Combo Registration with Invest in Women: $299

Standard Non-Advisor Combo Registration with Invest in Women: $1,595

For inquiries on registration please contact:
Linda Mantello: (732) 450-8866 ext. 36 • Email

* If you are a client facing advisor or due diligence officer at a wealth management or securities brokerage firm, private bank or family office, you may qualify for our discounted registration fee of $99, compliments of Financial Advisor/Private Wealth and our Conference sponsors.

Important Information For All Conference Registrants (attendees, sponsors and speakers):
It has come to our attention that a company called Exhibition Housing Services has been systematically contacting our sponsors, speakers and attendees in an attempt to mislead them into believing that our Conference room block (and discounted rates) are no longer available. This company then tries to secure a credit card number, claiming they can book rooms for our registrants at other nearby hotels. This is a fraud. Please disregard any communications from Exhibition Housing Services, or other similar entities, and contact Linda Dunn, conference coordinator at Financial Advisor magazine with any questions or concerns.

Conference Cancellation Policy
If you are unable to attend, you may replace your registration with a substitute delegate at no extra cost. Should you completely cancel, notification must be submitted in writing at least 45 days prior to the event. No cancellation refunds/requests will be accepted within 45 days of the event.

In the event the conference is cancelled, the producer assumes no liability for non-refundable transportation costs, hotel accommodations or any additional costs incurred by registrants. The Conference producer reserves the right to alter the agenda without notice including the substitution or cancellation of speakers and/or topics.

Details of the Conference provided on this website and in other materials is for your general information and use only. It is subject to change without notice.


Speaking/Sponsorship Opportunities

If you're interested in speaking or sponsorship opportunities please contact:

David Smith, EVP,
Group Publisher
(732) 450-8866
ext. 26


Press Inquiries

For inquiries on registration or hotel information please contact:

Linda Dunn
(732) 450-8866
ext. 36