The Retirement Advisor University
In Collaboration with UCLA Anderson Executive Education
Collins Center Building, 2nd Floor
110 Westwood Plaza
Los Angeles, CA 90095
Wednesday
| Time | Topic | Facilitator |
|---|---|---|
| 7:00 – 8:00 AM | Breakfast
Served at the Collins Center | |
| 8:00 – 8:45 AM | Morning Welcome & Messages | Steff Chalk, TRAU Keith Groya, UCLA Anderson |
| 8:45 – 10:15 AM | TC-325
Distinguishing your Practice Uncovering Alpha in the DC Market | Fred Barstein, TRAU |
| 10:15 – 10:30 AM | Break | |
| 10:30 – 12:15 PM | OP-232
Decisions Under Risk & Uncertainty | Craig Fox, UCLA Anderson |
| 12:15 – 12:45 PM | Working Boxed Lunch | |
| 12:45 – 2:15 PM | MB-330
Key Public Policy Trends Affecting Retirement Plans | Tom Foster, MassMutual |
| 2:15 – 2:30 PM | Break | |
| 2:30 – 5:30 PM | MB-300
The Birkman Method | Bob McCann, UCLA Anderson |
| 5:30 – 5:45 PM | Conclusion | Steff Chalk, TRAU |
| 5:45 PM | Depart Collins Center – UCLA Anderson | |
| 6:00 – 7:45 PM | Assembly w/ refreshments at Luskin Plateia Courtyard |
Courses, Speakers and Times are subject to change
Thursday
| Time | Topic | Facilitator |
|---|---|---|
| 7:00 – 8:00 AM | Breakfast
Served at the Collins Center | |
| 8:00 – 8:30 AM | Study Group
Report & Discussion | Steff Chalk, TRAU |
| 8:30 – 10:00 AM | MB-203
Building Strong Brands in Financial Services | Sanjay Sood, UCLA Anderson |
| 10:00 – 10:15 AM | Break | |
| 10:15 – 12:15 PM | OP-250
Principles of Persuasion | Noah Goldstein, UCLA Anderson |
| 12:15 – 12:45 PM | Working Boxed Lunch | |
| 12:45 – 2:15 PM | MB-224
Managerial & Small Business Accounting | Eric Sussman, UCLA Anderson |
| 2:15 – 2:30 PM | Break | |
| 2:30 – 3:50 PM | MB-360
How Can We Help Our Future Selves? | Hal Hershfield, UCLA Anderson |
| 3:50 – 4:00 PM | Break | |
| 4:00 – 5:30 PM | MB-260
Thinking on Your Feet – Setting the Stage For Creative Thinking | Iris Firstenberg, UCLA Anderson |
| 5:45 PM | Depart Collins Center – UCLA Anderson | |
| 7:00 PM | Dinner
On your own or with Providers (Merrill only Dinner with John Hancock @ STK W Hotel Westwood) |
Courses, Speakers and Times are subject to change
Friday
| Time | Topic | Facilitator |
|---|---|---|
| 6:30 – 7:30 AM | Breakfast Buffet
Served at Luskin Plateia Restaurant | |
| 7:30 – 9:00 AM | TC-330
The Dramatic Rise of CITs in DC Plans | Val Ferrara, Wilmington Trust
Fred Barstein, TRAU |
| 9:00 – 9:15 AM | Break | |
| 9:15 – 10:45 AM | MB-270
Using the TRAU Education in a Rapidly Changing Environment | Fred Barstein, TRAU
Steff Chalk, TRAU |
| 10:45 – 11:00 AM | Break (Box Lunches will be available) | |
| 11:00 – 11:45 AM | Proctored Campus Exam | |
| 11:45 – 12:00 PM | Break | |
| 12:00 – 2:00 PM | Proctored Designation Exam |
Courses, Speakers and Times are subject to change
