Retirement Income Summit 2019 | Investment News | 14 May 2019 | The Westin, 320 N Dearborn St, Chicago, IL 60654, USA
Venue
The Westin
The Westin, 320 N Dearborn St, Chicago, IL 60654, USA
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| Event Date | Tue May 14 EDT - Wed May 15 EDT (over 5 years ago) |
| Location |
The Westin
320 N Dearborn St, Chicago, IL 60654, USA |
| Region | Americas |
Details
Clients and investors continue to search for retirement income solutions and personalized investing advice. This two-day workshop features the leading experts providing insight into the economy, markets, the state of healthcare and trends in retirement planning as well as social security claiming.
Speakers
2019 Speakers
Jerry Auippa
Senior Account Executive, Longbridge Financial, LLC
James Brewer
Financial Life Architect and Chief Executive Officer, Envision Wealth Planning Inc.
Todd Cooper
Senior Vice President, Institutional Business Development, Envestnet
Joseph F. Coughlin,Ph.D.
Founder and Director of the AgeLab, Massachusetts Institute of Technology
Graham M. Day
Chief Sales Officer, Senior Vice President and Managing Director, AXA Distributors, LLC
Kevin M. Donovan
Assistant Vice President, Advanced Strategies, Jackson National
Joe Elsasser, CFP®
Financial Adviser, Sequent Planning and Founder, Covisum®
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Frederick P. Gabriel Jr.
Editorial Director, InvestmentNews
Greg Iacurci
Reporter, Retirement Planning and Insurance, InvestmentNews
Igor Jonjic
Senior Product Manager, Investment Services, Fiserv
Heather Kelly, HIA, RHU, MHP, CLU, ChFC
Senior Vice President, United Capital Risk Management
Michael Kitces
Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network
Tom Nagle
Co-founder, Statler Nagle, LLC
Ryan W. Neal
Technology Reporter, InvestmentNews
Angie O’Leary
Head of Wealth Planning, RBC Wealth Management
Wade Pfau, Ph.D.
Professor of Retirement Income, The American College of Financial Services
Kathleen M. Rehl
Rehl Wealth Collaborations
Stephen Resch
Vice President of Retirement Strategies, Finance of America Reverse
Jack Sharry
Executive Vice President, Chief Marketing Officer, LifeYield, LLC
Suzanne Siracuse
Chief Executive Officer/Publisher, InvestmentNews
Liz Skinner
Special Projects Editor, InvestmentNews
Ed Slott, CPA
President, Ed Slott & Co.
William F. "Ted" Truscott
Chief Executive Officer, Columbia Threadneedle Investments
Phil Walker
Vice President of Strategic Partnerships, Finance of America Reverse
Corey J. Walther
Senior Vice President, Head of Distribution Relationship Management and Business Development, Allianz Life Insurance Company of North America
Mark Wiedman
Senior Managing Director, Head of International and of Corporate Strategy, BlackRock
Ross Znavor
Managing Director, BlackRock
Sponsors & Partners
2019 Sponsors
PREMIER SPONSOR:
• Allianz Life Insurance Company of North America
SILVER SPONSORS:
• Alliance for Lifetime Income
• AXA
• Fiserv
• RBC Wealth Management
INDUSTRY INNOVATION SESSION SPONSOR:
• Finance of America Reverse
BRONZE SPONSORS:
• Horizon Investments
• Jackson National
• Longbridge Financial
EXHIBITORS:
• American College
• CeriFi
• Clarity 2 Prosperity
• DPL Financial Partners
• LightHouse Life
• Millenium Trust Company
• MoneyGuidePro®, Created by PIEtech®
• Retirement Funding Solutions
• Sigma Financial Corporation/ Parkland Securities, LLC
• White Glove Workshops
TECH SPONSORS:
• Advicent
• Covisum
• eMoney Advisor
• i65
• IncomeConductor
• LifeYield LLC
• Redtail Technology
• Riskalyze
• Timeline
REGISTRATION PARTNER:
• Cambridge Investment Group, Inc