Retirement and Longevity Summit 2022 | Advisor2X | 13 March 2022 | Hotel del Coronado, Curio Collection, 1500 Orange Ave, Coronado, CA 92118, USA

You want to be the go-to expert for retirees but aren’t sure how to differentiate yourself from every other advisor who claims to specialize in retirement planning.

The Retirement and Longevity Summit (RLS) is for wealth advisors who recognize that asset management and financial planning are important, but not enough.

2022 Speakers

Schyler Adams, CFP®
Advanced Strategies & Planning Platforms, Allianz Life

Dave Alison, CFP®, EA, BPC
Chief Operating Officer & Founding Partner, C2P Enterprises

Charles Anderson
Client Portfolio Manager, North America Invesco Real Estate

Brad Arends
Co-Founder & CEO, intellicents

Kathi Balasek, MA
Grief Smart Advisor, Kathi Balasek Consulting

Jude Boudreaux, CFP®
Shareholder and Senior Financial Planner, The Planning Center, Inc.

Katie Braden, CFP®
Founder & CEO, Innovating Advice

Susan Bradley, CFP®
Founder, Sudden Money Institute

Joanne Burke, CFP®, CPA/PFS
Founder & CCO, Birch Street Advisors

Paul Cahill
Managing Director-National Sales Independent/RIA, Virtus Investment Partners

Sarah Cain, ACC, CBC, CPC®
VP, Coaching & Consulting, Carson Group

Mike Casciano
Head of Model Strategy, Principal

Matt Cawley
Director of Business Development, Build Asset Management

Joan Cox, CFP®, CRPC®, CeFT®
Director of Advanced Planning, Transitus Wealth Partners

Vern Cushenbery, CFA, CPA
Founder, Goal Path Solutions, LLC

Sidney Divine, CFP®️, ChFC®️, RLP®️, RICP®️
Founder, Divine Wealth Strategies

Marc Dummer
Managing Director & Portfolio Manager, Principal

Brendan Frazier
Founder & Host, Wired Planning & The Human Side of Money Podcast

Mary Gordon, AIF®, CPFA
National Accounts Sales Manager, The Standard

Matt Gray
AVP, Allianz Life

Alan Gross
President, GSM Marketing

Brandon Hatton
Senior Vice President, Wealth Management, Raymond James

Amy Heinrich
Business Development Manager, Transamerica

Nancy Hetrick, AWMA, CDFA
Founder & CEO, Smarter Divorce Solutions

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Managing Partner of Wealth Solutions, Carson Group

Jordan Hutchinson
Director of Partnerships, XY Planning Network

Scott Juds
President & CEO, SumGrowth Strategies

Lisa Kirchenbauer, CFP®, RLP®, CeFT®
Founder & President, Omega Wealth Management

Joy Kirsch, CFP, CeFT
CFO of Life Changing Events, Merit Financial

Megan Kopka, CFP®
CERTIFIED FINANCIAL PLANNER™, Kopka Financial, LLC

Jamie Kosharek
President, Producers Choice Network

Mike Kurz, CPWA®, CIMA®, CFP®, CAIA
Director of Programs, Investments and Wealth Institute

Carol Lee Roberts, CFP®, CDFA®
President, Institute for Divorce Financial Analysts®

Joy Lere, Psy.D.
Clinical Psychologist | Co-Founder, Shaping Wealth

Ross Marino, CFP®, CeFT®
CEO and Founder, Transitus Wealth

Frank McAleer, CFP®, CIMA®
Senior Vice President Wealth Planning, Global Wealth Solutions, Raymond James

Steve McCoy
CEO, iJoin

Dr. Moira Somers, Ph.D., C.Psych.
Consultant to Financial Advisory Firms, Money, Mind & Meaning

Carolyn Moor
Development Director, Modern Widows Club

Hannah Moore, CFP®
Financial Planner, Financial Planner Educator, Guiding Wealth

Amy Mullen, CFP®
President, Money Quotient, Inc.

Liz O'Donnell
Founder, Working Daughter

Greg Opitz
Executive Business Coach, Carson Coaching

Josh Patrick
Founder, The Sale Ready Company

Mark Paulson
Global Hedging Business Development, Allianz Life

Penny Phillips
President & Co-Founder, Journey Strategic Wealth

Brian Portnoy, CFA
Founder, Shaping Wealth

Molly Prues
CEO & Gerontologist, VistaLynk

Courtney Pullen
President, Pullen Consulting Group

Stephen Resch
Vice President of Retirement Strategies, Finance of America

Christian Romano
VP Sales, Vestwell

Tyrone Ross Jr.
CEO, Onramp Invest

John Ruth
Co-Founder & CEO, Build Asset Management

Greg Scheppler
Director of Business Development, White Glove

Taylor Schulte, CFP®
Financial Planner • Fiduciary • Fee-Only, Define Financial

Catherine Seeber, CFP®, CeFT®
Vice President | Financial Advisor, CAPTRUST

Jani Venter
Executive Director, DC Fund Management, Real Estate Solution, J.P. Morgan Asset Management

Miriam Whiteley, CFP®, RLP®, CeFT®
Financial Planner, Owner, LifeCraft Financial Planning

Roger Whitney, CFP®, CIMA®, CPWA®, RMA
Founder & Host, Rock Retirement Club & Retirement Answer Man Podcast

Jonathan Young
Senior National Accounts Manager, Capital Group | American Funds

2022 Sponsors and Partners

PARTNERS:
• IDFA
• Investments & Wealth Institute
• Financial Transitionist Institute
• Onramp
• XY Planning Network

SPONSORS:
• Allianz
• Alphadroid
• Build Asset Management
• Capital Group
• • Carson
• C2P Enterprises
• Delaware Funds
• eMoney
• Finance of America
• Financial Fitness
• GSM Marketing
• Holisti Plan
• iJoin
• J.P Morgan Asset Management
• Lazard Asset Management
• LSV Asset Management
• MFS
• Morningstar
• Mutual of Omaha
• OneAmerica
• One Digital
• Principal
• Producers Choice Network
• Raymond James
• Symetra
• The Standard
• Transamerica
• Vestwell
• Virtus Investment Partners
• White Glove