Retirement Income Summit 2020 | Investment News | 20 April 2020 | The Westin, 320 N Dearborn St, Chicago, IL 60654, USA

This two-day workshop provided clients and investors with a forum to acquire knowledge for retirement income solutions and personalized investing advice. The event featured leading experts who provided insight into the economy, markets, the state of healthcare and trends in retirement planning as well as social security claiming.

2019 Speakers

Jerry Auippa
Senior Account Executive, Longbridge LLC

James Brewer, MBA,CRPC,AIF,CFP,CDFA,CFSLA
Financial Life Architect and CEO, Envision Wealth Planning INC

Todd Copper, CIMA
Senior President, Institutional Business Development , Envestnet

Jsoeph F. Couglin,Ph.D.
Founder and Director of the AgeLab at the Massachusetts Institute of Technology

Graham M. Day
Chief Sales Officer, Senior Vice President and Managing Director, AXA Distributors, LLC

Kevin M. Donovan
Assitant 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 Lacurci
Reporter, Retirement Planning 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

Heather Locus
Financial Adviser and Divorce Practice Group Leader, Balasa Dinverno Foltz

Tom Nagle
Co-Founder, Statler, LLC

Ryan W. Neal
Technology Reposter, InvestmentNews

Sarah Newcomb
Director of Behavioral Science, Morningstar

Angie O'Leary
Health of Wealth Planning, RBC Wealth Managemnt

Wade Pfau,Ph.D.
Professor of Retirement Income, The American College of Financial Services

Kathleen M. Rehl
Rehl Wealth Collaborations

Stephen Resch
VP of Retirement Strategies, Finance of America Reverse

Jack Sharry
Executive Vice President, Chief Marketing Officer, LifeYield, LLC

Suzanne Siracuse
CEO/Publisher, InvestmentNews

Liz Skinner
Special Projects Editor, InvestmentNews

Ed Slott,CPA
President, Ed Slott & Co.

William F. "Ted" Truscott
CEO, Columbia Threadneedle Investments

Phil Wakler
VP of Strategic Partnerships, Finance of America Reverse

Corey J. Walther
Senior 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

Michael J. Zmistowski
Personal Financial/ Certified Retirement Counselor, Financial Planning Advisors

Ross Znavor
Managing Director, BlackRock