Retirement Plan Advisor Summit - West Coast

Oct 29th - Oct 30th 2020
The Ritz-Carlton
Marina del Rey


* CHANGE NOTICE *


The Retirement Plan Advisor Summit - West Coast previously scheduled for May 6-7, 2020 has been rescheduled to October 29-30, 2020.

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

We are currently in the process of building out the agenda for the West Coast Retirement Plan Advisor Summit with our Advisory Board. Please find linked below the agenda from 2019's event in Chicago.

2019 Agenda

Chairperson

BRETT SHOFNER
PRESIDENT | WORK PLAN RETIRE

Brett is the President of Work Plan Retire. His focus since 2001 has been consulting to employers on their retirement plans, with offices in South Florida, Denver, and New York.He has advised an employer clientele in excess of $1 billion in retirement plan assets and currently servicing over 50 retirement plan clients for American Portfolios.

Brett is an Accredited Investment Fiduciary working at American Portfolios and is currently enrolled in the TRAU Retirement Advisor University program, the first retirement planning certification program associated with a nationally recognized institution of higher learning, offered through UCLA’s Anderson School of Management. He has been on several National Advisory Boards of top 401k providers such as Prudential, ING and Alliance Bernstein. He is a frequent speaker at client and industry events and conferences.

Before joining American Portfolios in 2001, Brett was Vice President of Retirement Consulting for 401k Exchange, an industry research firm.  He assisted employers with the implementation of Qualified Plans in the State of Florida.

Prior to 401k Exchange, Brett was with Ivy Funds, an investment management firm specializing in global money management. Brett began there as a Regional Vice–President advising RIA channels and Broker-Dealers such as Merrill Lynch and Morgan Stanley within a multi-state region. His duties evolved into a Senior Institutional Analyst position where he began working with large defined benefit clients such as Walmart and Auto Nation. Brett helped develop the infrastructure of the Institutional Marketing Department, working closely with the Chief Investment Officer to offer institutional money management services.

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

The Ritz-Carlton

United States

4375 Admiralty Way
Marina Del Rey, CA 90292

Learn More

For more information, please contact:

Lauren Feldman

(212) 224 3689

lauren.feldman@institutionalinvestor.com