Retirement Plan Advisor Summit: Turn Market Uncertainty into Actionable Plans

Date - To be confirmed
1:00 - 2:30 PM Eastern Time
Virtual Program
About

The year 2020 has proven to be one of significant uncertainty and market volatility. Amidst the uncertainty, the retirement advisor industry has been reshaped by a host of uncontrollable and often unforeseeable external forces. As the year comes to a close, our distinguished speakers will help you to explore the question: how do I create actionable investment strategies during these unstable times?

Our virtual 2020 Retirement Plan Advisor Summit program will not only dive into macroeconomic overviews and market interruptions but will also help you form actionable plans to navigate through this uncertain environment and turn instability into opportunity. We are pleased to invite you to hear from our expert thought leaders and to engage with your peers and colleagues in private breakout rooms, where you can compare notes and talk about common and emerging challenges facing the retirement advisor industry.

This virtual event is 90 minutes of presentations, panel discussion, moderated Q&A and fireside chat.

 

View Agenda

Watch Recording Here

Advisory Board

Charles Langowski, Principal & CEO, Advanced Capital Group, MN

Aaron Pottichen, Senior Vice President, Alliant Retirement Consulting, TX

Constantine Mulligan, CFA, Partner, Cerity Partners, IL

Jason Chepenik, CFP, Managing Partner, Chepenik Financial, FL

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

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

Gregory Cimmino, CFP, AIF, Managing Partner, Institutional Investment Consulting, CT

Todd Kading, CFP®, CPFA™, RF™, President, LeafHouse Financial, TX

Pamela Popp, President, Lockton Retirement Services, MO

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

Scott Cameron, CFA, Principal, Multnomah Group, OR

Scott Colangelo, Chairman, Prime Capital Advisors, KS

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

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

Vincent Morris, President, Resources Investment Advisors, Inc., KS

Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group, CA

Joshua Schwarz, President, Retirement Plan Advisors, IL

Randy Long, Managing Principal, SageView Advisory Group, CA

Barbara Delaney, Founder & Principal, StoneStreet Renaissance, NY

Jeff Cullen, Managing Partner, Strategic Retirement Partners, IL

Andre Huaman, Managing Partner, Three Bell Capital, CA

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

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

Brett Shoffner, President, Work Plan Retire, FL

Contact
For more information, please contact:
 

Cynthia Huynh

Deputy Director
Institutional Investor, Memberships & Forums