Below are the links to the presentation slides and the speakers’ contact information for all eight presentations.
DAY #1: “Capturing the Coming Opportunity” – Wednesday, August 26, 2020, 1pm-5:50pm (EDT)
- SESSION #1: 1:00pm-1:50pm (EDT)
- 2020 401k MEP-PEP – Day 1 Session 1 – Terrance Power – Who Will Get There First
- Title: Who Will Get There First? Emerging Sales Opportunities for Advisers, Providers, and Consultants
- Speaker: Terrance Power, President
- Platinum 401K, Inc.
- 2451 N. McMullen Booth Road
- Clearwater, FL 33759
- 813 781 3266
- TPOWER@THEPLATINUM401K.COM
- SESSION #2: 2:00pm-2:50pm (EDT)
- 2020 401k MEP-PEP – Day 1 Session 2 -David Levine – Washington Update
- Title: What Washington Means to You: The Past, Present, and Future of 401k MEP/PEP Regulation
- Speaker: David N. Levine, Principal
- Groom Law Group
- 1701 Pennsylvania Avenue NW #1200
- Washington, DC 20006
- 202-306-1867
- dlevine@groom.com
- SESSION #3: 3:00pm-3:50pm (EDT)
- 2020 401k MEP-PEP – Day 1 Session 3 – Mike Montgomery – How to bolster your advisory practice and profits
- Title: How to bolster your advisory practice and profits by seizing the PEP 3(38) opportunity
- Speaker: W. Michael Montgomery, Managing Principal
- Montgomery Retirement Plan Advisors
- 14502 N. Dale Mabry Highway, Suite 328
- Tampa, FL 33618
- Cell: 813.340.5757
- Office: 813.868.1924
- Email: mmontgomery@m-rpa.com
- Web: www.m-rpa.com
- BREAK: 4:00pm-5:00pm (EDT)
- SESSION #4: 5:00pm-5:50pm (EDT)
- 2020 401k MEP-PEP – Day 1 Session 4 – Phile Scott – 5 Participant Education & Communications Competencies
- Title: 5 Participant Education & Communications Competencies 401k PEP Advisers Must Master in the Next 4 Months
- Speaker: Philip S. Scott, Registered Representative
- Strategic Capital Advisers
- Commerce Pointe, Suite # 245
- 20 South Limestone Street
- Springfield, Ohio 45502
- Direct Dial: 937.342.0795
- scott@scaohio.com
- scaohio.com
- 2020 401k MEP-PEP – Day 1 Session 4 – Phile Scott – 5 Participant Education & Communications Competencies
DAY #2: “Assembling the Pieces of the Puzzle” – Thursday, August 27, 2020, 1pm-5:50pm (EDT)
- SESSION #1: 1:00pm-1:50pm (EDT)
- 2020 401k MEP-PEP – Day 2 Session 1 – Lisa Massena – How the Changing Retirement System Affects You
- Title: How the Changing Retirement Ecosystem Will Change You Before The Year Is Over – Are You Ready?
- Speaker: Lisa A. Massena
- Massena Associates LLC
- P.O. Box 51
- West Linn, OR 97068
- massena@massenaassociates.com
- Web: www.massenaassociates.com
- M: 339-236-0684
- SESSION #2: 2:00pm-2:50pm (EDT)
- 2020 401k MEP-PEP – Day 2 Session 2 – Ilene Ferenczy – All Hands on Deck! Building a MEP from the Ground Up
- Title: All Hands on Deck – How to go from zero to MEP in 60 days (or less)
- Speaker: Ilene H. Ferenczy, Managing Partner
- Ferenczy Benefits Law Center
- 2635 Century Parkway, Suite 200
- Atlanta, GA 30345
- (404) 320-1100, Ext. 6602
- (678) 399-6602 Direct Dial
- (404) 320-1105 Fax
- (866) 515-5140 Toll Free
- ilene@ferenczylaw.com
- SESSION #3: 3:00pm-3:50pm (EDT)
- 2020 401k MEP-PEP – Day 2 Session 3 – Troy Tisue – Muddy MEP Lessons
- Title: Trench Lessons: Muddy MEP Mistakes You Must Start Avoiding Right Now!
- Speaker: Troy Tisue, President
- TAG Resources, LLC
- 6501 Deane Hill Drive
- Knoxville, TN 37919
- 405.8420 cell
- 670.1844 office
- BREAK: 4:00pm-5:00pm (EDT)
- SESSION #4: 5:00pm-5:50pm (EDT)
- 2020 401k MEP-PEP – Day 2 Session 4 – Pete Swisher – Making Your PEPs Happen
- Title: Wrap-up – “Yes, You Can Do It!”
- Speaker: Pete Swisher, Founder and President
- Waypoint Fiduciary LLC
- swisher@waypointfiduciary.com
- waypointfiduciary.com
- +1 859-608-9920