Retirement Plan Advisor Summit- Central

Sep 29th - Sep 30th 2021
TBA
Chicago, IL
About

Retirement plan advisors are one of the most dynamic groups in the financial services industry, an industry which is itself beginning to eclipse the institutional market in terms of assets under management and advisement as well as importance in the global capital markets. While asset flows to advisors continue to swell, snowballing M&A activity is creating an increasingly concentrated (and therefore competitive) market, with large firms growing larger and more sophisticated. Will this become an era of winners and losers? How can smaller firms carve out a niche in this environment? How can larger firms continue to evolve and adapt to meet the diverse and demanding needs of their client base? How do wirehouse advisory groups leverage the vast resources of their firm to gain a competitive edge and grow market share?

Agenda

TBA

Advisory Board

Charles Langowski, Principal and CEO, Advanced Capital Group

Ben Sithens, Vice President – Investment, Alliant Retirement Group

David Griffin, Senior Vice President, Atlanta Retirement Partners

Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire

Joshua E. Ulmer, Senior Vice President, Institutional Consulting Director, Graystone Consulting

Todd Kading, , CFP®, CPFA™, RF™, President, Leafhouse Financial

Richard Rogers, AIFA, Principal, Innovest

David K. Stofer, ChFC, CLU, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors

Vincent Morris, President, OneDigital Retirement and Wealth

Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc.

Doug Prince, AIFA, Co-Founder, Advisor, ProCourse Advisors

Ellen Lander, Principal, Renaissance Benefit Advisor Group

Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group

Joshua Schwartz, President, Retirement Plan Advisors, LLC

Randy Long, Managing Principal, SageView Advisory Group

Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management

L. Rita Fiumara CIMA, CRPS, Senior Vice President - Investments, UBS

Michael Welz, CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors

Brett Shoffner, President, Work Plan Retire

Venue

TBA

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Contact

For more information, please contact:

Cynthia Huynh

(301)803-8510 

cynthia.huynh@institutionalinvestor.com