Retirement Plan Advisor Summit - Central

Date - To be confirmed
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

Best conference by far! Keep up the good work

2019 Retirement Plan Advisor Summit Attendee


Agenda
  • Tuesday July 14
  • Wednesday July 15
  • 8:00 AM - 8:45 AM

    Breakfast Discussion Tables

  • 8:45 AM - 9:30 AM
  • 9:30 AM - 11:00 AM

    Collaboration Is Key: Solving the Decumulation Challenge

  • 11:00 AM - 11:30 AM

    Coffee Break

  • 11:30 AM - 12:15 PM

    3rd Annual Wishing upon a DC Star Panel – Insights from Plan Sponsors

  • 12:15 PM - 1:00 PM

    Guest Presentation

  • 1:00 PM - 2:30 PM

    Closing Lunch & Summit Conclusion

  • 8:30 AM - 2:30 PM

    Download the 2020 Agenda

Chairperson

JEFF CULLEN
MANAGING PARTNER | STRATEGIC RETIREMENT PARTNERS

Jeff is the Managing Partner and Co-Founder of Strategic Retirement Partners and has been a retirement plan specialist for 18 years.  Under his leadership, SRP has grown to 19 locations, 800+ Plans, and $12 Billion of AUM since its founding in Oct 2015.   In addition to working directly with Plan Sponsors, he serves as a member of the national SRP Investment Committee and is responsible for the continued growth of SRP. 
 
Jeff is a member of NAPA’s Government Affairs Council and participates in NAPA Fly In annually.  For his efforts, he was named as semi-finalist for the 2016 NAPA 401(k) Leadership Award.  He is actively engaged as an advisory board member to several service providers within the industry and speaks regularly at plan sponsor and industry conferences.  Jeff received his MBA from DePaul University, graduating with distinction, and passed Level I of the Chartered Financial Analyst (CFA) Exam.

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

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Venue

Park Hyatt

Park Tower
800 N Michigan Ave
Chicago, IL 60611

Park Hyatt Chicago, the flagship Park Hyatt hotel, neighbors the historic Water Tower in Chicago’s Gold Coast. Stay steps from the Magnificent Mile, the Museum of Contemporary Art, and more.

Learn More

For more information, please contact:

Lauren Feldman

(212) 224 3689

lauren.feldman@institutionalinvestor.com