Horizons Speakers & Agenda
Take a look at what there is to see and do at this epic retirement planning experience.
2026 Agenda Overview
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
Hayden Adams
CPA, CFP®
Director of Tax Planning and Wealth Management Research, Schwab Center for Financial Research
Dave Alison
CFP®, EA, BPC
President of Wealth Management, 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
James DiNardo
MSFP, CLU®, CFP®, ChFC®, RICP®
Founding Partner, Wealth Management Advisor & Chief Growth Officer, Pioneer Financial
Nathan Dutzmann
MBA
Chief Investment Officer, Round Table Investment Strategies
Jason Early
ChFC®
CEO, RISR
Jason Fichtner
PhD
Executive Director, LIMRA Retirement Income Institute
Michael Finke
PhD, CFP®
Wealth Management Certified Professional (WMCP®) Program Director, The American College of Financial Services
Don Graves
RICP®, CLTC®, CSA, IRMAACP™
Mutual of Omaha Reverse Mortgage
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
Shawn Jensen
CAP®
Director, DAFgiving360™
Kevin Knull
CFP®
CEO, TaxStatus
Lindsey Lewis
MBA, ChFC® CFP®
Managing Director and Chair, Center for Women, The American College Center for Women in Financial Services
Jeff Levine
MSA, BFA™, CFP®, CPA/PFS, ChFC®, RICP®, TPCP®, 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
John Manganaro
Senior Reporter, The Daily Upside
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
Kaylee Ranck
PhD
Director of College Research, The American College of Financial Services
Kathleen Rehl
PhD, CFP®, CeFT® (Emeritus)
Adjunct Professor, The American College of Financial Services
Bobby Samuelson
Executive Editor, The Life Product Review
Heather Schreiber
RICP®, NSSA®, IRMAACP™
Founder & President, HLS Retirement Consulting
Dan Slater
FSA, MAAA
Founder and Head Actuary, Core Income
Ed Slott
CPA
Partner, Ed Slott & Company
Jason Watt
CPA
Senior Manager, Charitable Strategies Group
Andrew Weber
CLU®, CFP®, AEP®, RICP®, WMCP®
Senior Director, Northwestern Mutual
Scott Winslow
MSFS, ChFC®, CLU®, RICP®, CCFC
Managing Partner, Nabell Winslow Wealth Management
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