CFDD 2014 Advisor Conference

CFDD 2014 Advisor Conference - Register Here
The CFDD's October 15-17, 2014 Advisor Conference, Enhancing Margins, Enterprise Value & Motivating Sponsors To Implement Your Recommendations, is a premier education and networking event for the retirement plans advisory industry. Hosted on the cost effective, culturally rich and networking friendly San Antonio River Walk, CFDD '14 offers MORE content, BETTER content, MORE CE (including Ethics), MORE value and LESS cost. Our pre-conference training program on scalable efficiency and compliance management is also unique to the CFDD. In short, CFDD ’14 offers MORE FOR LESS. To SAVE money, grow, improve margins, earn your CE, develop your team, enhance enterprise value and monetize your practice, register now.
CFDD 2014 Advisor Conference - Register Here

Conference Overview

Known as the King of Content, the CFDD's broad, diverse and bottom-up agenda remains at the top of the food chain. Our more than sixty different breakout sessions are populated by the industry’s most sought after speakers and accomplished advisors.

In addition to unmatched value, content, CE credits, discounted pricing and FREE spousal attendance, registrants benefit from a Conference Resource Library, including online access to all prior conference presentations & audio files, a discounted insurance program, a Mobile App, and a conference CD-ROM.

To make you more efficient, the venue includes: FREE wireless in the hotel rooms, meeting rooms and the exhibit hall. In addition to the excellent cell phone reception, the charging station and the cyber café will help you stay in touch with your office. To keep you sharp, access to the health club/fitness center is also FREE.

Primary Conference Themes

While outcomes and asset allocation solutions will remain central to success, the future belongs to those who adapt, become efficient, manage liability, provide solutions, communicate value and grow.

The primary educational themes for CFDD ’14 include: Liquid Alts For DC Plans, Asset Allocation & Portfolio Construction, Motivating Plan Sponsors To Implement Your Recommendations, Building Enterprise Value, Wealth Management Within Retirement Plan Practices, Scalable Efficiency & Compliance Management and the Evolving Regulatory Landscape.

Building enterprise value is very different from succession planning. Given the importance of both, FP Transitions will spearhead the track on building enterprise value. The nation’s top ERISA attorneys will also cover the evolving regulatory landscape.

Outcomes, margin pressure, fee compression and revenue hungry policy makers have sparked renewed interest in wealth management and participant advice by retirement plan practices. To meet this need, CFDD ’14 will include a thoughtfully populated track on wealth management within retirement plan practices.

In addition to our pre-conference program on scalable efficiency and compliance management, CFDD ’14 is the only major retirement plans advisory conference to offer a track of sessions on liquid alts for DC plans.

CFDD ’14 Charity Fun Run

The CFDD '14 Charity Fun Run To Benefit The Wounded Warrior Project is scheduled from 6:30-7:30 pm on Tuesday, October 14, 2014. Click HERE to register and support our troops. There is no cost to participate and while donations are not required, they are most welcome.

Added Value

No other conference can match the CFDD’s value, content, CE credits, training, staff development and low costs. Success requires networking and over 1,000 retirement plan specialists are expected to attend CFDD '14.

Hosted at the highly rated Grand Hyatt hotel on the San Antonio River Walk, world class restaurants, nightlife, diverse shopping, colorful ambiance, native hospitality, culture and history await registrants. Unlike large Las Vegas type hotels, you will see all our registrants in the hotel and on the River Walk.

Complimentary food, beverages, snacks, cocktails and a Kick-Off Party are all included. After an intense 12 hour day of content, the FUN networking environment will include, El Floridita Rum Bars, custom cigar rolling stations, Cuban music, hospitality cigar girls, boxed cigar giveaways, cash prizes, a Grand Prize Fishing Trip To The Baja and October’s perfect weather.

CE Credits, Training & Staff Development

To add value and increase your efficiency, the CFDD provides a single source solution for unmatched core CE credits, including IMCA, CFP, fi360, ASPPA, NIPA, IBF, CFA, SPARK, The American College, the College for Financial Planning and more.

The IMCA has accepted CFDD ’14 for up to 20 hours of CE credit towards the CIMA®, CIMC® and CPWA® certifications. Up to 30 hours of CE credit applies to the CFP® designation. The IMCA and CFP credits are reported directly by the CFDD. For those who self-report, our staff will provide assistance.

CFDD ’14 also includes CE credits applicable to Ethics for the IMCA, CFP and CPAs. Up to 21 hours of CPE credit has been approved by the NASBA Board and the Texas State Board of Public Accountancy (TSBPA). Click HERE for more information on CE applicable to CFDD ’14.


There is no substitute for face-to-face networking with the "A" Team. To find out what is working from your peers and benefit from business building takeaways, click HERE now or on the online registration link below.

In addition to early registration discounts, advisors may register "immediate" team members for only $350 per person. Join us and bring your family. Spouses will love it.

To find out what people are saying about CFDD '13, click HERE.

To earn the AIF designation onsite and at a discount, click HERE.

CFDD 2013 Testimonials

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