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

In Partnership With

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. More details to come soon!

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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