Agenda
This year's conference features two main tracks - the traditional Get Connected track and the new Matrix U track. For traditional attendees/customers of Matrix you will have the option to attend any session in either track - just pick the sessions that best fulfill your business needs. Matrix U attendees will be required to attend only sessions in the Matrix U or Matrix U Advanced track.
No matter the track you select, this year's agenda is packed with informative speakers who should touch upon the interests of our diverse attendee base. Through panel discussions, keynote addresses, and breakout sessions, these speakers are here to help you learn how to better manage and grow your business.
Get Connected Agenda
This track is for the traditional attendees of the Matrix conference. Typically for customers looking to learn more about operations, processes and other vital information that can help you improve efficiencies in your line of work. Please choose the session for each time slot that will be best for you from all tracks - General, Bank, Town Hall, Matrix U (TPA/Advisor Track I) and Matrix U Advanced (TPA/Advisor Track II).
To view the 2012 Get Connected agenda, click here.
Matrix U Agenda
This track is led by Sarah Simoneaux, the author of Retirement Plan Consulting for Financial Professionals which is used for the PFC-1 (Plan Financial Consulting - Part 1) course of ASPPA's Qualified Plan Financial Consultant (QPFC) designation. This track will feature nine intensive review sessions designed specifically to help advisors and other qualified plan professionals pass the ASPPA PFC-1 exam. Because the PFC-1 curriculum has broad-based learning objectives for qualified plan advisors, retirement plan professionals will benefit whether they attend a few or all of the sessions. Additionally, ASPPA, NIPA, CFP, CRPS and CLU CPE credit will be offered for every session.
To view the 2012 Matrix U agenda, click here.
Matrix U Advanced Agenda
This advanced track, featuring the new GFS™ (Global Fiduciary Strategist) designation is designed and taught by Don Trone. The intensive training is specifically designed for experienced retirement advisors and covers the following topics:
- The functional relationship between advisor and client defined in terms of a fiduciary ethos
- A survey of fiduciary standards
- The dimensions of a uniform fiduciary standard
- The procedures for applying a fiduciary standard
- The procedures for assessing the effectiveness of a fiduciary standard
- The leadership behaviors of highly effective retirement advisors
- Using a fiduciary standard to build client trust and loyalty
For AIF and AIFA designees, the GFS™ designation is the continuum or next generation of fiduciary coursework.
To view the 2012 Matrix U Advanced agenda, click here.
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