September 24–25, 2018


Preliminary Agenda

Please note that all items in this agenda are subject to change, and will be updated regularly. Check back often!


Monday, September 24, 2018 
8:30 am - 10:00 am Retirement Research Committee Meeting (invitation only) 
9:00 am - 11:00 am Member Services Committee Meeting (invitation only)
10:00 am - 1:00 pm Advisor Council Meeting (invitation only)
11:00 am - 2:00 pm Broker Dealer Roundtable (invitation only)
1:00 pm - 5:00 pm Conference Registration Open 
3:00 pm -  5:00 pm Opening General Session (multiple topics)
a. Alliance for Lifetime Income Update
5:00 pm - 7:00 pm Howard's Creek Lodge Event

Friday, September 25, 2018
7:00 am - 4:00 pm Conference Registration Open
7:00 am - 8:30 am Asset Manager Committee Meeting
8:30 am - 9:30 am General Session: Elevating Your Role as a Diversity & Inclusion Champion
9:30 am - 9:45 am Transition Break
9:45 am - 10:45 am Breakout Session: Navigating Global Markets
9:45 am - 10:45 am  Breakout Session: Asset Management Perspective
9:45 am - 10:45 am Breakout Session: Personal Development
10:45 am - 11:15 am Networking Break
11:15 am - 12:15 pm General Session: Emerging Trends in Technology and Digital
12:30 pm - 1:30 pm Networking Lunch
1:30 pm - 1:45 pm Transition Break
1:45 pm - 2:45 pm Breakout Session: Cybersecurity
1:45 pm - 2:45 pm  Breakout Session: Protecting Older Investors
1:45 pm - 2:45 pm Breakout Session: Standard of Care Update
2:45 pm - 3:00 pm Transition
3:00 pm - 4:00 pm Closing General Session
4:00 pm - 6:00 pm IRI Board of Directors Meeting (invitation only)
4:30 pm - 7:00 pm Mystery Closing Party!