2026 Best Minds Retirement Symposium Agenda
Monday, June 15, 2026
12:30 p.m. - 5:00 p.m. - Registration
5:30 p.m. - 7:30 p.m. - Welcome Reception (spouses welcome)
Tuesday, June 16, 2026
7:30 a.m. - 8:30 a.m. - Breakfast
8:30 a.m. - 8:40 a.m. - Opening and Welcome
Speaker: Dave Levenson, President and Chief Executive Officer, LIMRA and LOMA
8:40 a.m. - 9:30 a.m. - Retirement Industry Outlook
Leading researchers and academics break down the forces reshaping retirement and highlight how protected income solutions are becoming an essential foundation of financial security in a changing retirement landscape.
Speakers: Jeffrey R. Brown, Larry Gies Family Chair in Business, University of Illinois Urbana-Champaign; Jason Fichtner, Executive Director, LIMRA Retirement Income Institute; Michael Finke, LIMRA Retirement Income Institute Fellow & Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security, The American College of Financial Services; Dave Laibson, Robert I. Goldman Professor of Economics and a Faculty Dean of Lowell House, Harvard University; Moderator — Bryan Hodgens, Senior Vice President and Head of Research, LIMRA and LOMA
9:30 a.m. - 10:10 a.m. - Beyond the 401(k): How Blockchain, Private Investments, and Lifetime Income Will Shape the Future
A forward‑looking conversation on the innovations redefining workplace retirement plans. This conversation will explore how emerging technologies, expanding access to private investments, and the growing role of lifetime income solutions will reshape the next generation of retirement saving and investing.
Speaker: Ed Murphy, Chief Executive Officer, Empower; Moderator — Jean Chatzky, Founder and CEO of HerMoney, Fellow at the LIMRA Retirement Income Institute
10:10 a.m. - 10:30 a.m. - Break
10:30 a.m. - 11:10 a.m. - The Future of Protected Retirement: Innovation, Scale, and the Next Era of Annuities
A candid, forward‑looking conversation on how product innovation, operational scale, and emerging technologies are redefining annuities and powering the next era of protected retirement income.
Speaker: Mike Downing, President, Athene; Moderator — Tina Beckwith, Chief Marketing Officer, LIMRA and LOMA
11:10 a.m. - 11:50 a.m. - Beyond the Blue Zones: What the Revolutionary Science of Human Life Existence Means for You
A captivating conversation exploring the cutting‑edge science driving longer, healthier lives — and what these breakthroughs mean for individuals, society, and the future of retirement.
Speakers: Jamie Metzl, Leading Technology and Healthcare Futurist, WHO Advisor; Phil Waldeck, Executive Vice President, Head of U.S. Businesses, Prudential
11:50 a.m. - 1:00 p.m. - Lunch and Networking
1:00 p.m. - 1:40 p.m. - Retirement Briefing: The CEO View From the Regulatory Front Line
Top industry association CEOs share an unfiltered look at the most pressing regulatory issues shaping today’s retirement marketplace, offering real‑time insights from the front lines and what they mean for companies, financial professionals, and consumers.
Speakers: Dave Chavern, President and Chief Executive Officer, ACLI; Wayne Chopus, President and Chief Executive Officer, IRI; Chuck DiVencenzo, President & CEO, NAFA; Brian H. Graff, Chief Executive Officer, American Retirement Association; Moderator — Dave Levenson, President and Chief Executive Officer, LIMRA and LOMA
1:40 p.m. - 2:20 p.m. - Voice of the Consumer: Understanding Gen X’s and Women’s Retirement Needs
This session explores the distinct financial behaviors and retirement realities of Gen X and women, offering insights from financial professionals who serve these consumers every day. Panelists discuss the challenges women face — from longevity to income gaps — and highlight how annuities play a crucial role in creating reliable, protected income that supports greater financial confidence in retirement.
Speakers: Mark Kemp, President, Kemp Harvest Financial Group; Meredith Kroger, Financial Advisor, Edward Jones; Victoria Stout, Investment Advisor Representative, Roseland Retirement Planning, LLC; Moderator — Suzanne Norman, Fellow, LIMRA Retirement Income Institute and Founder, The Whealthy Woman
2:20 p.m. - 2:40 p.m. - Break
2:40 p.m. - 4:10 p.m. - State of the Industry: C-Suite Town Hall
A dynamic, no‑slides, no‑script conversation with the best minds in the room as they tackle the biggest opportunities and challenges shaping the retirement landscape.
Moderators: Chris Blunt, Chief Executive Officer, F&G; Moderator — Jean Chatzky, Founder and CEO of HerMoney, Fellow at the LIMRA Retirement Income Institute
4:10 p.m. - 4:30 p.m. - Closing Comments — Survey
Speaker: Tina Beckwith, Chief Marketing Officer, LIMRA and LOMA