Friday, March 8, 2019 from 11:30 AM to 1:30 PM PST
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Tri Counties Bank 
3700 Douglas Boulevard
Roseville, CA 95661

Driving Directions 


11:30 am

Registration & Networking


12:10 pm 

Welcome, Chapter and Sponsor Acknowledgements & Lunch


12:30 pm

Presentation Begins 


1:30 pm 

Q & A / Presentation Ends


1:35 pm 

Raffle & Closing Remarks

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The Future of Planning: Education and Longevity Raise
Expectations for Advice

Ryan Sullivan, CFP®, CLU®, ChFC®, Managing Director,
Strategic Markets, Hartford Funds


The average client is living longer and increasingly more educated. These demographic shifts are impacting the expectations consumers have about their financial advisors. Is your practice prepared for the changes ahead?

Join us as Ryan Sullivan shares and discusses research from the MIT Age Lab. He will cover the challenges and opportunities associated with increased longevity, the trends in demographics and lifestyle, and how to apply this knowledge to your business. This lunch presentation should not be missed!

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

About the Speaker(s): 

Ryan Sullivan is a managing director of strategic markets for Hartford Funds. He travels extensively and is responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial services marketplace. These range from areas such as retirement-income planning, investment planning, and charitable giving, to anticipating and preparing for long-term demographic and lifestyle changes. Ryan has been an invited speaker on a variety of financial topics nationwide and has had the good fortune to address groups in 46 states and Puerto Rico.

Ryan originally joined the organization in 1996 and held various roles of increasing responsibility, leaving the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, he founded a business to coach professionals on public speakingand the improvisational mindset, something he continues to do in a volunteer capacity today. He was then vice president and head of investor education for PIEtechSM, the creator of MoneyGuidePro®, a leading financial-planning software program for financial advisors. Ryan holds his Life, Health, and Variable Products licenses and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor® (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute.

Originally from Hartford, Connecticut, Ryan attended Bucknell University where he receiveda bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie.