Hotel del Coronado, Curio Collection
Hotel del Coronado, Curio Collection, 1500 Orange Ave, Coronado, CA 92118, USA

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Event Date Sun Mar 13 EDT - Mon Mar 14 EDT (in 5 months)
Location Hotel del Coronado, Curio Collection
1500 Orange Ave, Coronado, CA 92118, USA
Region Americas

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

Sheryl Hickerson
CEO, Females & Finance

Susan Bradley
Founder, Financial Transitionist Institute

Tyrone Ross
Financial Consultant, 401

Jude Boudreaux
Partner and Senior Financial Planner, The Planning Center

Stephanie McCullough
Founder, Financial Planner, and Public Speaker, Sofia Financial

Jason Hamilton
Financial Capability Educator | Speaker | Author, Keep It Simple Financial Planning

Richard Hoover
Investment Advisor Representative, SagePoint Financial, Inc.

Scott Morrison
Partner, Morrison Nordmann

Daren Blonski
Managing Partner, Sonoma Wealth Advisors

Corrigan Kardatzke
External Sales Manager, Great American Insurance Group

Dave Henry
VP, RIA Insurance Solutions

Jean Arias
Co-Founder | Managing Partner, AMG Wealth Advisors

Michael Karwic
CERTIFIED FINANCIAL PLANNER(TM) Professional for Specialty Situations, Simone Zajac

Joan Cox
Senior Financial Advisor, Personal Financial Advisors

Joy Kirsch
CFO of Life Changing Events, Kirsch & Associates

Bill Keen
Founder and CEO, Keen Wealth Advisors

Amy Bozic
Business Development Manager, Transamerica

Scott Frank
Founder, Stone Steps Financial LLC

Rockie Zeigler
Certified Financial Planner, RP Zeigler Investment Services

Kim Robinson
AVP, Field Sales Retirement, LPL Financial

George Fernandez
Vice President Practice Management Resource, Mariner Wealth Advisors

James Sullivan
President, MedicareAware

Erin Botsford, CFP®, CRPC
Barron's Top 100 Independent Financial Advisor| Author | Founder, Botsford Financial Group | Author, Botsford Financial Group

Jamie Hopkins, LLM, CFP®, ChFC®, CLU®, RICP®
Director of Retirement Research, Carson Group | Author

Dana Anspach
Founder & CEO, Sensible Money, LLC | Author

Rick Kent
CEO & Founder, Merit Financial Advisors LLC

John Bowen
Founder & CEO, CEG Worldwide | #1 Business Coach for Top Financial Advisors

Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, RMA®
WWK Wealth Advisors | Host, Retirement Answer Man Podcast | Author

Heather Kelly, CLU, ChFC, RHU, HIA, MHP
SVP, Advisory & Strategic Accounts, Allianz

John Hyland, CFP®
Executive Officer, Private Advisor Group

Moe Allain, RMA®, CPWA®, AAMS®, MBA
Financial Advisor, Baird Retirement Management

Pete Bush, CFP®
Owner, Horizon Financial Group

Mark Shoenbeck, CFP®
EVP, National Sales Director, Kestra Financial

Sheryl O'Connor
2018 Female Founders in Fintech | Executive Leader & Strategist | CEO and Founder, WealthConductor

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

Devin Ekberg, CFA, CPWA, CIMA
Chief Learning Officer | Managing Director of Content Development, Investments & Wealth Institute

Nate Lenz
Co-Founder, Concurrent Advisors

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

Frank McAleer, CFP®, CIMA®
Implementing Longevity Into Your Practice, Raymond James

Matthew Halloran
Host of the #1 Marketing Podcast in Financial Services, Top Advisor Marketing

Kerry Pechter
Editor, Retirement Income Journal

Kay Lynn Mayhue
President, Merit Financial Advisors

Courtney Pullen
President, Pullen Consulting Group | Author

Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA?
Executive Vice President, Lowery Asset Consulting

Brad Arends
Co-Founder & CEO, intellicents

Steve Sanduski
CEO, Founder, Business Coach, New York Times Bestselling Author, Podcaster, ROL Advisor

Taylor Schulte, CFP®
Founder, Define Financial & Co-Founder, Advisor Growth Community

Joselyn Hall, IMBA, AIF®
Co-Founder, TrueSquid

Ross Marino, CFP®, CPFA, CeFT®
Transitus Wealth Partners | CEO, Advisor2X

Lynn James
Co-Founder, TrueSquid

Adam Witty
Entrepreneur | Publisher | Author | Speaker | PhilanthropistAdvantage Media Group | ForbesBooks

Jason Smith
CEO & Founder, JL Smith Group | CEO & Founder, Clarity 2 Prosperity

Johnna Chewning
Vice President, Annuity Product Management, Raymond James

Michael Coelho
Managing Director, SageView Advisory Group

Sponsors & Partners

2022 Partners

• Advantage
• Altruist
• BMO Global Asset Management
• Botsfof Financial Group
• Broadridge
• Capital Group
• Carson
• Charles Schwab
• Clarity 2 Prosperity
• Fairway
• Financial Fitness For Life
• Financial Planning Association
• Financial Advisor IQ
• Financial Transitionist Institute
• Global Atlantic Financial Group
• Great American Insurance Group
• Health Equity
• Investments & Wealth Institute
• Iris
• J.P Morgan Asset Management
• Kravitz
• Lighthouse Life
• Morningstar
• Mutual of Omaha
• Nationwide
• OneAmerica
• Principal
• Producers Choice Network
• Raymond James
• Steep
• Sector Surfer
• Symetra
• Birthday Company
• The Standard
• TransAmerica
• Virtus