Venue
Westin Chicago River North
Westin Chicago River North, 320 North Dearborn Street Chicago, IL 60654, USA

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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
Details

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.

Speakers

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

Sponsors & Partners

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