Horizons Speakers & Agenda
Take a look at what there is to see and do at this epic retirement planning experience.
2026 Agenda Overview
More details coming soon!
2026 Speakers
More details coming soon!
Keynote
Jean Chatzky
Founder & CEO, HerMoney
Ben Nemtin
Bestselling Author & Star of MTV’s The Buried Life
Duncan Wardle
Former Head of Innovation and Creativity, Disney
Workshops
Dave Alison
CFP®, EA, BPC
President and Founding Partner, C2P
Denise Appleby
MJ, CISP, CRC, CRPS, CRSP, APA
CEO, Appleby Retirement Consulting Inc.
Sudipto Banerjee
PhD
Global Retirement Strategist, T. Rowe Price
David Blanchett
PhD, CFA, CFP®, CLU®, ChFC®
Head of Retirement Research, Portfolio Manager, PGIM
Sharon Carson
CRPC®
Executive Director, Retirement Insights Strategy, J.P. Morgan
Alex Davis
CPA, CFP®
Owner and Founder
Nathan Dutzmann
MBA
Chief Investment Officer, Round Table Investment Strategies
Jason Early
ChFC®
CEO, RISR
Michael Finke
PhD, CFP®
Wealth Management Certified Professional (WMCP®) Program Director, The American College of Financial Services
Dan Gutman
Vice President, Head of Wealth Solutions
Ben Henry-Moreland
CFP®, EA
Senior Financial Planning Nerd, Kitces.com
Jamie Hopkins
Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Chief Wealth Officer, Bryn Mawr Trust
Jeff Levine
MSA, BFA™, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF
Chief Planning Officer, Focus Partners
Eric Ludwig
PhD, CFP®, RICP®
Director of the Center for Retirement Income, Program Director for the Retirement Income Certified Professional (RICP®) Program, The American College of Financial Services
David McKnight
President, Power of Zero
Andy Panko
CFP®, RICP®, TPCP®, EA
Founder, Tenon Financial
Steve Parrish
JD, RICP®, CLU®, ChFC®, AEP®
Professor of Practice, The American College for Financial Services
Wade Pfau
PhD, CFA, RICP®
Professor of Practice, The American College for Financial Services/RISA, LLC
Robert Powell
CFP®, RMA®
Editor, finStream.tv
Bobby Samuelson
Executive Editor, The Life Product Review
Heather Schreiber
RICP®, NSSA®, IRMAACP™
Founder & President, HLS Retirement Consulting
Ed Slott
CPA
Partner, Ed Slott & Company
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