Handshake  Annual Conference


JULY’s Annual National Advisor Conference – Dallas, Texas

September 9-10, 2020

If you are a financial advisor interested in growing your business with 401(k) and other qualified retirement plans, please mark your calendar to attend this free event and learn from leading retirement industry experts.

Why Should You Attend?
  • Learn retirement plan prospecting strategies
  • Leverage new resources from providers
  • Learn how to take advantage of changing regulations
Are You Interested in Sponsoring Our Event?
  • Access over 100 retirement plan advisors
  • Speaking opportunities available
  • Fun networking opportunities
  • Please click for complete details
  • Sponsor
The Statler Hotel
Pre-conference Event – Dinner & Baseball Game, Rangers Suite
September 9, 2020
The Statler Hotel
Conference – The Statler Hotel – Dallas, Texas
September 10, 2020

Registration / Breakfast

07:30 AM - 08:00 PM



Welcome / Opening Remarks

08:00 AM - 08:15 AM Speaker : John Humphrey

Welcome / Opening Remarks


Speakers Section

08:15 AM - 04:00 PM



Please note that while the conference and the pre-event function are at no cost to advisors, hotel accommodations and travel costs are the responsibility of the advisor.

Pre-Event Dinner and Rangers Baseball Game on September 9th

Do you wish to attend the pre-event dinner and ballgame at the new home of the Texas Rangers at Globe Life Field? (Start time is 7:05 pm, buses depart The Statler at 5:30 pm)

American Century Investments Details

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, American Century Investments’ 1,300 employees serve investment professionals, institutions, corporations and individual investors from offices in New York; London; Hong Kong; Mountain View, Calif.; and Kansas City, Mo. Jonathan S. Thomas is president and chief executive officer, and Victor Zhang and David MacEwen serve as co-chief investment officers. Delivering investment results to clients enables American Century Investments to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century Investments and has received dividend payments totaling nearly $1.3 billion since 2000. For more information about American Century Investments, visit americancentury.com.

American Funds Details

The Capital Group values the important role that the investment consultant community plays in the institutional marketplace. Our consultant relationship team is dedicated to cultivating these long lasting partnerships.

Broadridge Matrix Details

In today’s highly competitive and ever-changing financial services climate, professionals face significant challenges including client retention, transparency, operational efficiency, and keeping pace with regulatory change. Clear data combined with effective processes and procedures enable firms to turn these challenges into opportunities – and enable quick, informed and accurate decisions which translate into client loyalty and new business growth.

Matrix Financial Solutions, a Broadridge company, is the leading independent provider of TrueOpen™ products and services for financial professionals, including third party administrators, recordkeepers, financial advisors, broker/dealers, mutual fund providers, insurance providers, and banks, among others. Our expertise and experience is in working with our clients to turn today’s challenges into opportunities, by first understanding your needs and then delivering the right solution set to help you grow your business and help stay ahead of the compliance curve.

With more than 350 financial institutions processing more than $300 billion through our funds trading platform – combined with Broadridge’s (NYSE:BR) more than 50 years experience processing securities and industry role in executing more than 75% of all US fixed income trades – we are well-positioned to deliver efficient, objective trading and support services to promote the growth of your business.

Dana Investment Advisors Details

Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

Dimensional Details

Dimensional is a global investment manager dedicated to implementing the great ideas in finance. Founded in 1981, we have a long history of applying academic research to practical investing. Today, we offer a full range of equity and fixed income strategies designed to target higher expected returns. We regard the assets we manage as more than just shares in a portfolio. The money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously.

Penchecks Details

PenChecks Trust is the largest independent provider of outsourced benefit distribution services and auto rollover IRAs. With 20+ years in business, PenChecks helps TPAs, Advisors, Providers, and Plan Sponsors with a variety of issues they face in managing retirement plans.  Services include solutions for Benefit Payment Processing and Tax Remittance, Auto Rollover IRAs for Non-Responsive &Missing Participant, Uncashed Check Resolution, 1099-R Only, Abandoned Plan Administration (QTA), Participant Search, and Participant Notifications.

Pershing Details

Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers. You can read more about the Pershing family of companies here.
As a business-to-business provider, we help our clients power their business and maximize opportunities. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.

Retirement Clearinghouse Details

Retirement Clearinghouse (RCH) provides retirement plan sponsors with services that move retirement savings forward as their participants change jobs, delivering true plan-to-plan portability. For plan sponsors, RCH\'s services solve the small account problem, decreasing plan costs and reducing fiduciary liability. For participants, RCH\'s solutions improve outcomes by preserving retirement savings, increasing average balances and promoting retirement readiness.

Stadion Details

Our goal has always been the same: help investors, through their financial advisors, invest with confidence and ease. Explore our retirement plan solutions, mutual funds, separately managed accounts, and more.

Thornburg Investment Management Details

Thornburg Investment Management offers a variety of mutual funds that can serve as critical components of a diversified portfolio. We seek to add value with active portfolio management to help investors reach their long-term goals. Now more than 30 years into our mission, Thornburg’s investment lineup represents a wide range of fixed income and equity solutions. Each of our offerings originated organically from responsible, sustainable growth, applying the same fundamental research and team approach we have practiced over time.