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Check out the session videos from the Consultant Forum!
Corebridge leadership sessions
Step into the Future with Corebridge Financial
Terri Fielder, President, Retirement Services
Terri shares the Corebridge Retirement Services vision and future focus areas so that we can partner together to deliver enhanced outcomes for our clients and their employees.
Scott Ramey, EVP Strategic Relationships
Andy Jerdal, SVP, K-12 Practice Lead
Amy Heyel, SVP, Government Practice Lead
Jenn Yellott, SVP, Healthcare, Higher Education, RCC Practice Lead
Learn more about our commitment to serving those who serve others. We will discuss our core markets, industry trends, and shared opportunities for helping employees plan for their future.
Moving Financial Futures Forward with Individual Journeys Panel
Greg Hodges, VP Business Development
Lauren Pugh, VP, Plan Sponsor and Participant Experience
David Oulvey, District Vice President
Taylor Cochran, Client Support Advisor
The Corebridge one-to-one engagement model allows employees and financial professionals to work together to create customized plans — however and whenever they choose.
Partnering in the Development of Personalized Products
Jenny Glowacki, Head of In-Plan Retirement Income
Jeff Cohen, Director Investment Solutions
Discusses opportunities for consultants to actively engage in the trend toward personalization of product design. This session will provide an overview of investment offerings at Corebridge with a discussion about our development roadmap.
Embracing Generative AI and Automation: Efficiency and Security in Retirement Plan Consulting
Kevin Surace, Futurist and Disruptive Innovation Keynote Speaker
Renowned speaker Kevin Surace delves into the fascinating world of generative AI and automation, exploring its profound impact on both personal and professional aspects of life. Specifically tailored for the field of retirement plan consulting, this session addresses where artificial intelligence is today, where it is going, and how you can participate.
Shorten the time it takes to build trust through social media. Jake will be sharing tips that will make connecting with your ideal audience faster and easier.
Personalization Initiatives in the Defined Contribution Market
Shawn O’Brien, Director U.S. Retirement Practice, Cerulli Associates
Shawn discusses the latest Cerulli Edge—U.S. Retirement Edition, an important new study exploring the convergence of wealth management and defined contribution plans.
