Hyatt Regency Coconut Point Resort,
Hyatt Regency Coconut Point Resort,, 5001 Coconut Rd, Bonita Springs, FL 34134, United States

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Nov 1 EDT - Tue Nov 2 EDT (in about 1 month)
Location Hyatt Regency Coconut Point Resort,
5001 Coconut Rd, Bonita Springs, FL 34134, United States
Region All

This event InvestmentNews’ Retirement Income Summit has been serving our community for 15 years! Each year we bring together the retirement planning industry to provide an innovative forum with timely and relevant content and networking opportunities where attendees can gain knowledge on the latest trends in retirement income solutions, products and personalized investment advice to help their clients and grow their business.


Retirement Income Summit 2021 will offer 2 days of pertinent content from a diverse faculty of speakers.
- keynote presentations from the leading experts
- panels of your peers sharing best practices and growth strategies
- featured sessions from the experts on taxes, behavioral finance, annuities, tech tools, long-term care, and much more
- breakout sessions covering different topics
- Industry Innovation Luncheon and Executive Spotlights featuring the most innovative solutions and products

Many of these sessions will be eligible for the CFP CE credits.


After more than a year of zoom meetings and virtual events, we are excited to bring the industry back together. We know you have missed seeing your peers, colleagues and friends. Retirement Income Summit 2021 will offer ample opportunities to catch up!

EXHIBIT AREA will provide opportunities to meet, demo, discuss, and learn about the latest retirement income solutions from 20+ companies. With plenty of indoor and outdoor space, multiple breaks and informal cocktails, we are certain you’ll have many opportunities for informal conversations and formal business meetings.

- Industry executives
- Financial advisors (CFPs, Independent BD, Insurance, and RIA)
- Insurance executives
- Behaviotal and longevity experts

- Tax consultants, estate planners
- WealthTech companies
- Associations
- Academic and industry researchers


2021 Speakers

Marguerita (Rita) Cheng
Ceo, Blue Ocean Global Wealth

Mary Beth Franklin
Contributing Editor, InvestmentNew

Jason Muench
CFP Planner, United One

Bonnie Treichel
Chief Solutions Officer, Endeavor Retirement

John Wade
Senior Vice President, B Riley Wealth

Tom West
Partner, SEIA Signature Estate & Investment Advisors

David Blanchett
Managing Director, Head of Retirement Research and DC Solutions working at QMA

Sponsors & Partners

2021 Sponsors

• Alliance
• Allianz
• dpl financial partners

• Longbridge
• Principal

• LifeYield