Life Cycle Planning 2023 | Investments & Wealth Institute | 18 September 2023 | Virtual
Venue
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| Event Date |
Tue Sep 19 UTC (about 1 year ago)
In your timezone (EST): Mon Sep 18 8:00pm - Mon Sep 18 8:00pm |
| Location | Virtual |
| Region | Americas |
Details
Come join us for a one-of-kind virtual conference experience that is powered by the Investments & Wealth Institute! In one day, you will learn about the best strategies and practices to use when working with clients in different phases of the lifecycle.
While most other events focus on strategies that apply to the few, this event focuses on strategies that apply to the many. Regardless of age, where your clients come from, and where they fall in the wealth spectrum - this event will leave you with key takeaways that you can use to immediately add value for your clients!
Speakers
2023 Speakers
Dana Anspach
Founder And Chief Executive Officer, Sensible Money, Llc
David Blanchett
Managing Director And Head Of Retirement Research, Pgim Dc Solutions
Jamie Bosse
Financial Planner, Aspyre Wealth Partners
Benjamin Cummings
Associate Professor, Utah Valley University
Akeiva Ellis
Founder, The Bemused
Stuart Heckman
Associate Professor, Kansas State University
Frank Iozzo
Founder, Fmi Financial
Heather Jarvis
Founder, Heather Jarvis
Marcia Mantell
President, Mantell Retirement Consulting, Inc
Joe Messinger
Partner, Capstone Wealth Partners
Stephanie Moulton
Associate Professor, Ohio State University
Bob Powell
Editor-in-chief, Investments & Wealth Institute Retirement Management Journal
Ross Riskin
Chief Learning Officer, Investments & Wealth Institute
Brianne Smith
Financial Advisor, Rfg Advisory
Oscar Vives
Wealth Planner, Pnc Wealth Management
Sponsors & Partners
2023 Sponsors
FINTECH SPONSORS:
• Asset + Map
• Bento Engine
PRODUCT/FUND SPONSOR:
• Private College 529 Plan