Retirement Plan Advisor Summit - Central

Jan 1st 1970
Park Hyatt
Chicago


* CHANGE NOTICE *


Retirement Plan Advisor Summit - Central previously scheduled for July 14-15, 2020 is currently being rescheduled, new date coming soon!

About

The retirement industry is changing, and it is changing dramatically and rapidly. Plan sponsor’s expectations continue to grow and for plan advisors to keep up and continue to deliver value to their clients, they must find ways to manage those expectations. With fee pressures, the proliferation of lawsuits in the industry, new technologies and the need to be more “holistic” in service-delivery, this is no easy task. So, how do plan advisors accomplish all of this while competing for scale, managing their businesses and staying relevant in a booming market?

Join c-suite level executives from the most innovative and important retirement plan advisor firms at this year's Retirement Plan Advisor Summit—Central event! Over the course of the summit, advisors will be able to share ideas and connect with their peers on the experiences and issues that will have the greatest impact on their clients and their businesses in the years to come. 

Advisor Registration                 Become a Sponsor

Advisory Board

Institutional Investor would like to thank our Advisory Board of c-suite level executives from the most innovative and important retirement plan advisor firms who help shape our content, thought leadership and programming for the year. 

Charles Langowski, Principal & CEOAdvanced Capital Group, MN

Constantine Mulligan, CFA, PartnerCerity Partners, IL

Jason Chepenik, CFP, Managing PartnerChepenik Financial, FL

Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive OfficerFinspire, IL

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

Gregory Cimmino, CFP, AIF, Managing PartnerInstitutional Investment Consulting, CT

Todd Kading, CFP®, CPFA™, RF™, PresidentLeafHouse Financial, TX

Pamela Popp, PresidentLockton Retirement Services, MO

Scott Cameron, CFA, Principal, Multnomah Group, OR

Scott Colangelo, ChairmanPrime Capital Advisors, KS

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

Doug Prince, AIFA, Co-Founder, AdvisorProCourse Advisors, IN

Vincent Morris, PresidentResources Investment Advisors, Inc., KS

Larry Deatherage, Founder & Managing PartnerRetirement Benefits Group, CA

Joshua Schwarz, PresidentRetirement Plan Advisors, IL

Randy Long, Managing Principal, SageView Advisory Group, CA

Barbara Delaney, Founder & PrincipalStoneStreet Renaissance, NY

Jeff Cullen, Managing PartnerStrategic Retirement Partners, IL

Andre Huaman, Managing PartnerThree Bell Capital, CA

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

Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer InvestmentsWintrust Wealth Management, IL

Brett Shoffner, PresidentWork Plan Retire, FL

Sponsor

Institutional Investor would like to thank this year's sponsors from premier asset management firms and providers.The benefits for firms which sponsor the Retirement Plan Advisor Summit include a dramatically reduced sales cycle, significant savings on client acquisition and servicing, and, most importantly, a much greater understanding of the changing needs of their clients so that these firms may, in turn, grow their businesses.

Make sure to request information on sponsoring this year's event!

Become a Sponsor

Learn More

For more information, please contact:

Lauren Feldman

(212) 224 3689

lauren.feldman@institutionalinvestor.com