Retirement Advisor Forum In-Person + On-Demand 2022 | Investments & Wealth Institute | 30 January 2022 | The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA

Venue
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA

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Event Date Sun Jan 30 EST - Tue Feb 1 EST (almost 3 years ago)
Location The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA
Region Americas
Details

The industry’s premier educational conference for retirement advisors. Gather with 300+ advisors at this 2-day conference to learn holistic retirement planning strategies from leading financial, wellness and healthcare experts.

• Discover the top tips for decumulation
• Tackle job loss, health issues, inflation and forced retirement solutions
• Uncover tools to help manage Social Security, healthcare and insurance
• Address the challenges around aging demographics, policy decisions and the state of retirement preparedness

The Retirement Management Advisor certification Capstone takes place at the conference.

The capstone is part of the retirement management certification process. Attend the conference and be on your way to earning the RMA certification.

Speakers

2022 Speakers

Denise Appleby CISP, CRC, CRPS, CRSP, APA, MJ
CEO, Appleby Retirement Consulting Inc.

Susan Bradley, CFP® , CeFT®
Founder, Sudden Money® Institute

Patrick J. Collins, CFA®, CLU®, PhD
Principal, Schultz Collins

Peter Conti-Brown, PhD, JD
Assistant Professor, The Wharton School of the University of Pennsylvania

Jason Fichtner
Vice President & Chief Economist, Bipartisan Policy Center

Laurence Kotlikoff, PhD
Professor of Economics, Boston University

Ross Marino, CFP®, CeFT®, CPFA
Founder, Transitus Wealth Partners

Moshe Milevsky, PhD
Finance Professor, Shulich School of Business at York University

Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning, Baird

Marcia Wagner, JD
Founder, The Wagner Law Group

Sponsors & Partners

2022 Sponsors

PLATINUM:
• PIMCO

SPONSORS:
• EQUITABLE
• Finance of America Reverse

BRONZE PARTNER:
• Charles Schwab