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SECURE Act 2.0 and Lifetime Income Experts Among Fintech Speaker Lineup for Broadridge Fi360 Solutions’ 2023 Conference

Two-time Pro Bowl NFL Linebacker, Ryan Shazier, to deliver inspirational remarks

NEW YORK, April 21, 2023 – Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) has unveiled the full agenda and speakers for the Broadridge Fi360 Solutions Annual Conference, the premier professional development and networking event for the wealth and retirement industry. This year’s event features a focus on Fintech innovation and the challenge of closing the retirement inequality gap.   

Headlining the conference is Ryan Shazier, two-time Pro Bowl NFL Linebacker who will speak to resiliency and overcoming countless obstacles since his career-ending spinal cord injury. Additional featured speakers include Joe Hendrickson, Vice President of Defined Contribution Distribution, Allianz Life Insurance Company of North America (Allianz), who will speak on behavioral biases impacting retirement income planning. Plus, Blaine Aikin, AIFA®, CFP®, CFA, Founder and Principal of Fiduciary Insights, and Cindy Dash, Senior Vice President and General Manager for Matrix and Fi360 Solutions at Broadridge, will relay the top fiduciary trends in 2023 and beyond.

“What sets this event apart is the convergence of wealth and retirement professionals from across advisory firms, recordkeepers, banks, asset managers and more,” says Dash. “With over 30 educational sessions of content across three tracks, this one-of-a-kind event inspires professional growth in a fun and engaging atmosphere.”

Additional notable speakers and topics include:

  • Fred Reish, Attorney at Faegre Drinker Biddle & Reath LLP, will relay SECURE Act 2.0 opportunities and mandates for retirement plans.
  • Rebecca Hourihan, Founder and CMO of 401(k) Marketing, LLC, will discuss digital marketing strategies for advisors that leverage automation and personalization.
  • Michael Kitces, Chief Financial Planning Nerd at, will explain how technology is disrupting the business model of financial advisors.
  • Sheri Fitts, Founder and CEO of Sheri Fitts & Co., will speak on harnessing the power of ChatGPT.
  • William Trout, Director of Wealth Management at Javelin Strategy & Research, will moderate two interactive panels. One features trust accounting experts discussing top industry concerns and the other will explain the current state of digital assets.

New this year is the pledge to earn Choir CertificationTM, the financial industry's first-ever benchmarking platform and conference diversity certification created to amplify the voices of underrepresented experts on conference stages. The focus on diversity also extends to the premier sponsor, Allianz, who will offer 50 scholarships of Accredited Investment Fiduciary® (AIF®) Designation Training for financial professionals from underrepresented groups at no cost.

The range of networking opportunities for attendees will include a diversity, equity, and inclusion forum, Coffee & CITs with GoalPath Solutions, and a night of fun at Culinary Dropout.

The event will take place in Scottsdale, Arizona May 21 – 23, 2023 and attendees can earn up to 10 hours of continuing education (CE) credits. To view the full agenda and register, please visit the conference information and registration page.

About Broadridge

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge's infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than $10 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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