InvestmentNews Retirement Income Summit 2023 | InvestmentNews | 17 April 2023 | Swissotel Chicago, 323 E Wacker Dr, Chicago, IL 60601, USA

This event is always evolving - how your clients invest for it and experience it.

Join InvestmentNews and thought leaders from every discipline that touches the topic of retirement for the latest thinking. You’ll leave with real tactics and exciting ideas for supporting your clients and growing your practice, as well as valuable new contacts from our networking opportunities, and even CE credits for some sessions. Representatives from the entire retirement planning industry will be there - make sure you are, too.

2023 Speakers

Jerry Auippa, CRMP
Senior Account Executive, Longbridge Financial

David Blanchett
Managing Director and Head of Retirement Research, PGIM DC Solutions

Jeff Bush
Principal, The Washington Update

Michael Canning
Principal and Founder, The LXR Group

John Faustino, AIFA, PPC
Head of Fi360, Fi360

Mary Beth Franklin
Contributing Editor, InvestmentNews

John French
CEO, InvestmentNews

Gregg Greenberg
Retirement & Planning Editor, InvestmentNews

Aric Jacobson, J.D., LL.M., CFP, CEP
Advanced Planning Consultant, Commonwealth Financial Network

Jeffrey Levine, CPA/PFS, CFP®, AIF, CWS®, MSA
Chief Planning Officer, Buckingham Wealth Partners

Eoin McGee
Financial Planner, Radio and TV Broadcaster and Author, Prosperous Financial

Hugh Meyer
Director, Private Wealth, Highline Wealth Partners

Christian Mills
Head of Financial Advisor Relations, Longbridge Financial

Rebecca Raff, CFP
Shareholder, Managing Director of Wealth Management, Nadler Financial Group, Inc.

Paul Richman
Chief Government & Political Affairs Officer, Insured Retirement Institute

Pamela Sams
Financial Advisor, Jackson Sams Wealth Strategies

Mark Schoeff, Jr.
Senior Reporter, InvestmentNews

Ed Slott
President, Ed Slott & Company, LLC

Peter Stahl, CFP, CLTC, CMFC
President, Bedrock Business Results, LLC

Tamiko Toland
Managing Director, Lifetime Income Strategy and Market Intelligence, TIAA

Bonnie Treichel
Chief Solutions Officer, Endeavor Retirement

Sonu Varghese, PhD
Vice President, Global Macro Strategist, Carson Group

Waldean Wall
Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America

Matthew Wolniewicz, AIFA
President, Income America

2023 Sponsors and Partner

SILVER SPONSOR:
• Commonwealth

BRONZE SPONSORS:
• Allianz
• LongBridge

OFFICIAL MEDIA PARTNER:
• Investment News