Talks & Presented Papers

  • Retirement Plan Legislative and Regulatory Update - Thomas Clark, speaker at TD Ameritrade's 2019 National LINC Conference, February 6 - 8, 2019, Grand Hyatt, San Diego, CA - More details here
  • Hot Topics in Director and Executive Compensation - Mark Poerio, speaker at the Society for Corporate Governance Middle Atlantic Chapter 2018 Fall Conference, November 14, 2018 - More details here
  • Hot Topics in Mergers and Acquisitions – Mark Poerio, speaker, at the American Bar Association Joint Committee On Employee Benefits 2018 Executive Compensation National Institute, November 8 – 9, 2018, Hogan Lovells, Washington, DC  - More details here
  • The Evolution of Fiduciary Standard Rule – Stephen Wilkes, co-speaker at The National Society of Compliance Professionals (NSCP) National Conference, October 29 -31, 2018, Omni Atlanta Hotel at CNN Center, Atlanta, GA 
    - More details here
  • ERISA Litigation Against Advisors: Case Studies and How to Prepare – Tom Clark, speaker at Excel 401(k): The Advisors’ Conference, October 28 -30, 2018, Caesars Palace, Las Vegas, NV 
    - More details here 
  • Sexual Harassment: Protect Your Company and Your Employees – David Gabor, speaker at the American Staffing Association’s Staffing World 2018 conference, October 16 – 18, 2018, Gaylord National Resort & Convention Center, Oxon Hill, MD
    - More details here 
  • Workplace Sexual Harassment: New York Sets The Standard That Others Should Follow – David Gabor, speaker, free live seminar with Lauren Brenner of Amplified Insurance Partners, October 3, 2018, 8:30 – 10:00 AM at Amplified Insurance Partners, Westwood, MA and October 4, 2018 at The Wagner Law Group, Boston, MA, 8:30 – 10:00 AM 
  • Regulatory Issues and Concerns – Stephen Wilkes, speaker, at the Financial Planning Association’s 2018 Annual Conference, October 3 – 5, 2018, Hyatt Regency, Chicago, IL 
    - More details here
  • ERISA and Estate Planning – Dan Brandenburg, co-speaker at the American College of Employee Benefits Counsel Nineteenth Annual Induction Dinner and Ceremony, September 15, 2018 at the Country Music Hall of Fame and Museum, Nashville, TN - More details here
  • The Future of the Retirement Industry - September 7, 2018
    - View Marcia Wagner's PowerPoint presentation here
  • Common Audit Issues and What Do Benefits Professionals Need to Know About Tax Reform? - Marcia Wagner, ASPPA Benefits Council (ABC) of New England, September 6, 2018 (Waltham, MA)
    - View Marcia Wagner's PowerPoint presentation here
  • What Benefits Professionals Should Know about the Tax Reform Act – Marcia Wagner, keynote speaker at the Millennium Trust Company client appreciation event, August 22 – 23, 2018, Newport Beach, RI 
    - View Marcia Wagner's PowerPoint presentation (with notes) here
  • Tightening-up Executive Compensation: Five Steps for Defusing Litigation Risks and Better Enforcing Restrictive Covenants David Gabor and Mark Poerio, Webinar, August 28, 2018, 12:00 PM – 1:00 PM
    - More details here