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Event Date | Mon Apr 30 EDT - Tue May 1 EDT (over 6 years ago) |
Location |
Westin Chicago River North
320 North Dearborn Street Chicago, IL 60654, USA |
Region | Americas |
Join InvestmentNews at the 12th annual Retirement Income Summit - the industry's premier retirement planning conference.
Much has changed - and much remains to be learned. Attend and discuss how the future is full of opportunity for the financial advice industry, and listen to leading experts debate what's in store for our economy, markets, and the state of retirement income.
2018 Speakers
Graham M. Day
Chief Sales Officer, Senior Vice President and Managing Director, AXA Distributors, LLC
David Blanchett, PhD, CFA, CFP®
Head of Retirement Research, Morningstar Investment Management LLC
Dr. Bill Breen
Professor Emeritus of Finance, Northwestern Kellogg
Mark Bruno
Associate Publisher, InvestmentNews
Robbie Cannon
CEO, Horizon Investments
Lance K. Carlson
Head of Sales Distribution, Great-West Financial
Natalie Choate, Esq.
Attorney, Nutter, McClennen & Fish
Robert DeChellis
President and Chief Strategist, Allianz Exchange
Dr. Mike Dickson
Director, Structured Financial Solutions, Horizon Investments
Robert C. Doll
Senior Portfolio Manager, Chief Equity Strategist, Nuveen Asset Management
Paul W. Ewing, CFP®
President, Prosperity Advisory Group
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Tom Hegna
Keynote Speaker, Economist Author Retirement Expert
Jamie Patrick Hopkins
Associate Professor of Taxation, The American College of Financial Services
Michael Kitces
Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network
Daniel Latham
Account Manager, MoneyGuidePro®, Created by PIEtech
Christopher Mayer
CEO, Longbridge Financial
Ryan W. Neal
Technology Reporter, InvestmentNews
Abraham Okusanya
M Sc., Founder and Director, FinalytiQ
Wade Pfau, Ph.D.
Professor of Retirement Income, The American College of Financial Services
Stephen Resch
Vice President of Retirement Strategies, Finance of America
Jack Sharry
EVP, Strategic Partnerships, LifeYield
Dr. Katy Votava, Ph.D., RN.
President, GOODCARE.com
Ross Znavor
Managing Director, BlackRock Digital Wealth
2018 Sponsors
PREMIER
• Allianz Life Insurance Company of North America
SILVER
• AXA
• Great-West Financial
LUNCHEON & CE SESSION
• Retirement Funding Solutions (RFS)
BRONZE
• Finance of America Reverse
• Horizon Investments
• Northern Trust Asset Management
• Preferred Apartment Communities
EXHIBITORS
• American College
• College For Financial Planning.
• Live Oak Bank
• Longbridge Financial, LLC
• Nuveen
• STRATA Trust Company
• White Glove Workshops
TECH SPONSORS
• Advicent
• eMoney Advisor
• LifeYield LLC
• MoneyGuidePro®
• Orion Advisor Services, LLC
• Timeline