REGISTER NOW for the CFDD’s 2005 Advisor Conference, an all business conference dedicated solely to helping retirement advisors grow their business.

The CFDD's conferences have become "advisor-centric" forums and more than 500 retirement advisors - not rookies, generalists, TPAs or home office personnel - will attend the conference. The interactive program was designed by the CFDD's advisor network and more than fifty advisors will participate in the agenda.

The exclusive conferences provide elite advisors with a unique opportunity to network with the most accomplished retirement advisors in the industry, learn new business practices and adapt to a rapidly changing business environment.

The opportunity for the elite to participate in consolidation and grow their business has never been greater, but yesterday's products, retail b-d support, traditional commission model and packaged fiduciary services are now dated. The trend towards open architecture, fee-based business, full disclosure, co-fiduciary partnerships and independent advice are also increasing. As a result, significant consolidation is taking place at the advisor level and the majority of retirement business will be controlled by a small group of advisors in the future.

To increase market share, advisors must market distinguishing services rather than product, become more efficient and find scaleable solutions. To assist advisors with the transition, the 2005 conference will focus on helping retirement advisors develop new business models, price their services, find meaningful support, increase professionalism, become better consultants and define the value of independent advisory services.

To assist advisors with a business continuation strategy, the CFDD is also developing a standardized business evaluation model and an exchange for retirement advisors interested in selling their existing business or buying other blocks of retirement business.

Click on the links below to get more information and take your business to the next level:

Registration Information & Form
(.doc - updated 7/21)
Exhibitor Information & Form
(.doc - updated 8/16)
Hotel Reservations (Use Promotional Code: GRDUE1) (link - updated 1/20)
Schedule of Events (.doc - updated 9/28)
Topic Descriptions (.doc - updated 9/28)
Speaker Bios (.doc - updated 9/28)
Conference Presentations (Registrants Only)

Updated 10/11

Free Trial Subscription To Larkspur's DataMaster Pro (link - updated 3/2)
Free Trial Subscription To TAG (CFDD Discount Code) (link - updated 7/15)
Conference CD-ROMs (.doc - updated 9/27)
Attendance List (Registrants Only)  
Additional Exhibitor Information (.doc - updated 9/13)
Exhibitor Kit (.pdf - updated 7/28)
List of Exhibitors (.doc - updated 9/15)
Conference Floor Plan (.pdf - updated 9/22)

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Phone: 630-662-0284 Fax: 630-662-0286
E-mail: CFDD@401kduediligence.com


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