March 31st - April 2nd, 2025 — Caesars Forum, Las Vegas

In Partnership With

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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

Retirement Industry Execs
  • Understand the changing retirement landscape
  • Create more compelling products to attract more customers
  • Retain more customers through all phases of retirement
Startups & Innovators
  • Meet top tier venture investors
  • Form potentially company defining partnerships
  • Unlock market insights for accelerating growth
Venture Investors
  • 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!

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

Speakers:
- Scott Hawkins

12:40PM - 1:15PM

The Shape of Distribution To Come

Speakers:
- James Wong
- Tyler End
- Wes Severin
- Patrick Kelly
- Brian Lucius

1:20PM - 1:55PM

Building Purpose-Driven Retirement Plans

Speakers:
- Joe Jordan

1:55PM - 2:30PM

Seeking Stable Growth – Designing the Next Generation of Annuities

Speakers:
- Branislav Nikolic
- Chris Orestis
- Bobby Samuelson
- Sri Reddy
- Jason Fichtner

2:35PM - 3:10PM

Reinventing Customer Experience and Service in an AI-Driven World

Speakers:
- 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

Speakers:
- 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

Speakers:
- 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

Speakers:
- 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?

Speakers:
- Ray Jang
- Marie-Christine Razaire
- Doug Roth
- Andrew Wegrzyn

11:10AM - 12:00PM

CEO Roundtable: Where Will The Industry Be in Three Years?

Speakers:
- 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?

Speakers:
- 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

Speakers:
- 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

RetireTech Vegas will take place March 31st - April 2nd, 2025 at Caesars Forum.

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.

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