Data-Driven Designs
PLANADVISER 360 2026 · 10 November 2026 · 14:00–14:50
Data-Driven Designs was a session at PLANADVISER 360 2026 on 10 November 2026 in Orlando, with 4 speakers on record.
Speakers
- Amy Glynn — Moderator President, Viking Cove Institute
- Lisa Buffington — Moderator Senior Vice President - Retirement & Wealth, Marsh McLennan Agency
- Brea Dantin — Panelist Retirement Plan Consultant, Shepherd Financial, LLC
- Deena Rini — Panelist Co-Managing Director, Health and Benefits, Managing Director, Retirement Plan Services, Oswald Companies