Venue
Hyatt Regency Washington On Capitol Hill
Hyatt Regency Washington On Capitol Hill, 400 New Jersey Ave NW, Washington, DC 20001, USA

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Event Date Tue Jul 26 EDT - Wed Jul 27 EDT (over 2 years ago)
Location Hyatt Regency Washington On Capitol Hill
400 New Jersey Ave NW, Washington, DC 20001, USA
Region Americas
Details

In its 10th year! — is back in person. And the application period is open! This Forum is a convergence of the nation’s elite advisors, for the purpose of engaging with key federal policymakers and advocating for legislative policy affecting the retirement industry.

Delegates to the Forum will gain insights from, and dialogue with, federal policymakers and regulators on strategic issues, including up-to date retirement policy legislation, Department of Labor proposals, new state legislative initiatives, and retirement litigation.

Advisors will leave from the Forum with new, critically important intel to serve their practices and clients. This Forum is a unique way for advisors to have their voice heard and get the inside scoop on what’s going on, and what’s coming down the road in order to best serve their clients’ interest.

Speakers

2022 Speakers

Kelly Famiglietta
Charles Stephen & Company, Inc.

John Abeyta
Morgan Stanley

Michael Pierce
Strategic Retirement Partners

Shawn Aulenbach
Auther J Gallagher & Co.

Courtenay Shipley
Retirement Planology

Sponsors & Partners

2022 Sponsors

• Alliance Bernstein
• Capital Group | American Funds
• Empower
• Goldman Sachs | Asset Management
• Invesco
• John Hancock
• LPL Financial
• Nuveen
• Putnam Investments
• State Street Global Advisors
• Transamerica
• T.Rowe Price