March 31st - April 2nd, 2025 — Caesars Forum, Las Vegas
What Is RetireTech™️ ?
Longevity may be the biggest disrupter yet. That is certainly true with respect to the financial services industry.
We are experiencing a continued explosion of innovation in technology, unstoppable shifts in consumer expectations, and a wealth management + retirement industry that was not designed to handle the tectonic shifts of accumulation, decumulation, and the great wealth transfer.
This is why RetireTech™️ Vegas exists – to showcase technology, new product design, and new ways of thinking to combat the challenges of a shifting population and reinvent retirement.
Who Should Attend
- Understand the changing retirement landscape
- Create more compelling products to attract more customers
- Retain more customers through all phases of retirement
- Meet top tier venture investors
- Form potentially company defining partnerships
- Unlock market insights for accelerating growth
- Network with the largest, most focused group of wealthtech and retiretech startups
- Trade notes with your peers
- Hear what the customers and future acquirers want
2024 Speakers
Topics Discussed
- How Will Key Product Categories Evolve over the Next Five Years?
- The Role of the Carrier in an Increasingly Synthetic Product World
- Reading the Tea Leaves on Financial Regulation
- Generative AI within Financial Services – What Are The Implications?
- Advisor Efficiency – Productivity Gains without Sacrificing Personalization
- Evolving Annuities To Meet More Advisor Needs
- Making Annuities Grow in 401(k) Plans
- Worksite Marketing and Game Changing Technologies
- Serving the Connected Senior
- Navigating the Great Wealth Transfer
- Creating Strong Relationships in A Digital World
- Reshaping the Retirement Conversation with Better Advisor Software
- Building the Broker / Dealer of The Future
- Client Engagement? User Experience.
- And, Much More!
Topics to be Discussed
- How Will Key Product Categories Evolve over the Next Five Years?
- The Role of the Carrier in an Increasingly Synthetic Product World
- Reading the Tea Leaves on Financial Regulation
- Generative AI within Financial Services – What Are The Implications?
- Advisor Efficiency – Productivity Gains without Sacrificing Personalization
- Evolving Annuities To Meet More Advisor Needs
- Making Annuities Grow in 401(k) Plans
- Worksite Marketing and Game Changing Technologies
- Serving the Connected Senior
- Navigating the Great Wealth Transfer
- Creating Strong Relationships in A Digital World
- Reshaping the Retirement Conversation with Better Advisor Software
- Building the Broker / Dealer of The Future
- Client Engagement? User Experience.
- And, Much More!
Sponsor RetireTech Vegas
Position your brand as a leader within the wealthtech and retiretech movement.
Request our prospectus to learn more about the options available.
2024 Sponsors
2024 RetireTech Agenda
8:00AM - 6:00PM
Registration Open
12:00PM - 12:05PM
Welcome to RetireTech
12:05PM - 12:40PM
Future of the Annuity Market: The Macro Trends
- Scott Hawkins
12:40PM - 1:15PM
The Shape of Distribution To Come
- James Wong
- Tyler End
- Wes Severin
- Patrick Kelly
- Brian Lucius
1:20PM - 1:55PM
Building Purpose-Driven Retirement Plans
- Joe Jordan
1:55PM - 2:30PM
Seeking Stable Growth – Designing the Next Generation of Annuities
- Branislav Nikolic
- Chris Orestis
- Bobby Samuelson
- Sri Reddy
- Jason Fichtner
2:35PM - 3:10PM
Reinventing Customer Experience and Service in an AI-Driven World
- Sam Zimmerman
- Scott Campbell
- Sean O'Donoghue
- Jay Singh
3:10PM - 3:50PM
Insuring Tomorrow: Navigating the Regulatory Environment of the AI and Tech Revolution
- George Esposito
- Andrew Mais
- Nathan Houdek
- Kathleen Birrane
- Troy Downing
3:55PM - 4:30PM
Finding, Funding and Improving the Future Retirement of GenX and GenZ
- Farooq Sheikh
- David Macchia
- Jonathan Kalman
- Alison Susko
4:30PM - 5:00PM
The End of Accelerators As We Know Them – Meet the Next Model of Corporate Innovation
- Jason Gross
- Laurissa Berk
- Alexis Cierra Vaughn
- John Wilson
5:00PM - 7:00PM
Official Kickoff Reception
7:00AM - 5:00PM
Registration Open
7:00AM - 8:30AM
Breakfast
8:30AM - 10:00AM
Medicarians Plenary Sessions
10:00AM - 10:30AM
Networking and Coffee break
10:00AM - 5:00PM
Expo Hall Open
10:30AM - 11:05AM
Investment Horizons - How Do We Make Smart Bets On The Future of Retirement?
- Ray Jang
- Marie-Christine Razaire
- Doug Roth
- Andrew Wegrzyn
11:10AM - 12:00PM
CEO Roundtable: Where Will The Industry Be in Three Years?
- Bruce Donaldson
- William Egan
- Paul Tyler
- Doug Wolff
12:00PM - 2:00PM
Lunch In Expo Hall
2:00PM - 4:15PM
Afternoon Tracks
4:00PM - 5:00PM
Advisor Roundtables in Expo Hall
4:00PM - 5:00PM
Official Reception
7:00AM - 04:00PM
Registration Open
8:00AM - 9:30AM
Breakfast
8:30AM - 10:55AM
Plenary Sessions
10:00AM - 5:00PM
Expo Hall Open
11:10AM - 12:00PM
Has The Time For Annuities In The Workplace Arrived?
- Sherry Chan
- Scott Hawkins
- Ramsey Smith
- Tamiko Toland
12:00PM - 2:00PM
Lunch in Expo Hall
2:00PM - 2:50PM
Afternoon Tracks
3:35PM -3:55PM
Building Global Retirement Corridors
- Gene Goddard
- Michael Hendy
- Susan Winkler
3:40PM - 4:15PM
Afternoon Tracks
2:00PM - 3:00PM
Advisor Rountables in Expo Hall
4:00PM - 5:00PM
Closing Reception
9:00PM - 11:00PM
Official After Party
Venue
We have secured a limited number of discounted rooms at the host hotels for attendees beginning Sunday, March 30th and departing Thursday, April 3rd. The deadline to book your room is March 14th, 2025 or as long as rooms last, whichever comes first.
RetireTech Vegas takes place at Medicarians Vegas. RetireTech Vegas is a collaboration between Nassau Financial Group and Medicarians.
Ticket holders to RetireTech Vegas will have access to Medicarians Vegas and vice versa.
RetireTech Vegas + Medicarians
RetireTech Vegas + Medicarians
RetireTech Vegas takes place at Medicarians Vegas. RetireTech Vegas is a collaboration between Nassau Financial Group and Medicarians.
Ticket holders to RetireTech Vegas will have access to Medicarians Vegas and vice versa.
Become a RetireTech Insider
Become a RetireTech Insider to hear the latest developments on RetireTech Vegas and access exclusive discounts on registration.