
Conference Overview
The two and one-half day content rich program was designed by the CFDD’s advisor network. The bottom-up agenda consists of over fifty different breakout sessions. More than 100 recognized experts will participate, including the industry’s most accomplished retirement plan advisors. The predictive agenda is fresh, populated by a “Who’s Who in The Industry” and includes new faces, topics and events.
The advisor-centric event will raise the educational bar as well as provide valuable takeaways that can be applied quickly and have a measurable impact. To maintain focus, avoid overlap, ensure timely content and preclude commercials, the CFDD is active in content management.
Adapting To Change & Consolidation
Specialization, skills, resources, efficiency, scale and liability management are the cost of entry. The financial services industry is mature and subject to reduced margins, increased liability and legislative threats. Branding takes time and given that traditional marketing is no longer effective, specialists must develop new age strategies to remain competitive..
The CFDD remains the only organization to address controversial subjects and challenge accepted business practices. In a no growth world, consolidation is the ONLY path to growth. Consistent with our sole purpose of helping expert retirement plan advisors participate in the consolidation of advisory services, the CFDD's 2010 Advisor Conference and the EAE Program will provide the catalyst.
Added Value
The CFDD’s advisor-centric conference has always been distinguished by content, advisor attendance, value, CE credits and peer networking. In addition to a strong agenda, attendees benefit from a major Kick-Off Party, a grand prize, attire awards and other prizes. Advisors also benefit from complimentary food & beverage as well as numerous vendor invitations.
Advisors work hard all year and the conference's rich content will require attendees to remain focused. To bridge the gap and create a relaxed, fun and productive networking atmosphere, the Tuesday evening Kick-Off Party will feature a 50's theme with music, cocktails, food, entertainment, hula hoop and twist contests as well as attire awards.
The contest winners and those donning the most authentic 50's attire will be awarded valuable prizes during the party. The Grand Prize Trip to Graceland will be awarded at the concluding event. ALL registered attendees are eligible for the grand prize trip and all other prizes.
Registration
Known as the King of Content, the CFDD's advisor base is constantly expanding. More accomplished retirement plan advisors attend our conference than any other industry event by a wide margin. To benefit from early registration discounts, all past conference presentations, a conference CD-ROM, a discounted insurance program and unmatched CE Credits, go to the online registration link below.
Agenda Information
- Conference Agenda
- Topic Descriptions
- Speaker Bios
- Conference Presentations ( Registrants Only )
- Attendance List ( Registrants Only )
- Women in Pensions Network Event
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To participate in the CFDD’s October 6-8, 2010 Advisor Conference Retirement Income Smackdown Case Study:
Case study submissions are open to all industry professionals who plan to attend the CFDD’s Chicago conference. To view the case study specifics, click HERE. |






























