Retirement & Longevity Summit 2020 | Advisor2X | 26 July 2020 | New Orleans Marriott, 555 Canal St, New Orleans, LA 70130, USA

You want to be the go-to expert for retirees but aren’t sure how to differentiate yourself from every other advisor who claims to specialize in retirement planning.

The Retirement and Longevity Summit (RLS) is for wealth advisors who recognize that asset management and financial planning are important, but not enough.

What good is financial security without quality of life?
Learn how elite wealth advisors are building successful, holistic practices by helping people live long and live well.

2020 Speakers

Erin Botsford, CFP(R), CRPC
Barron's Top 100 Independent Financial Advisor| Author | Founder, Botsford Financial Group | Author, Botsford Financial Group

Jamie Hopkins, LLM, CFP®, ChFC®, CLU®, RICP®
Director of Retirement Research, Carson Group | Author, RLS Speaker Photo Dana Anspach.jpg

Dana Anspach
Founder & CEO, Sensible Money, LLC | Author

Rick Kent
CEO & Founder, Merit Financial Advisors LLC

Susan Bradley, CFP®, CeFT®
Founder, Financial Transitionist Institute

John Bowen
Founder & CEO, CEG Worldwide | #1 Business Coach for Top Financial Advisors, RLS Speaker Photo Roger Whitney.jpg

Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, RMA®
WWK Wealth Advisors | Host, Retirement Answer Man Podcast | Author, RLS Speaker Photo Heather Kelly.jpg

Heather Kelly, CLU, ChFC, RHU, HIA, MHP
Sr. Vice President of Risk Management, United Capital Financial Advisers, LLC

Stephanie Sammons, CFP®
Founder & CEO, Sammons Wealth Management and 2019 Investopedia 100 Top Financial Advisor

John P. Hyland
Executive Officer, Private Advisor Group

Bryan Sweet, CLU®, ChFC®, CFS, MSFS
Wealth Advisor | Creator of The Dream Architect (TM) | Ultimate Advisor | Author, Ultimate Advisor Coaching

Moe Allain, RMA®, CPWA®, AAMS®, MBA
Financial Advisor, Baird Retirement Management

Derek Tharp Ph.D., CFP®
Lead Researcher, Nerd's Eye View/Kitces.com

Pete Bush, CFP®
Owner, Horizon Financial Group

Mark Shoenbeck, CFP®
EVP, National Sales Director, Kestra Financial

Ben Jones
Managing Director, Head of Intermediary Distribution. President & Chief Operating Officer BMO Invest, BMO Global Asset Management

Sheryl O'Connor
2018 Female Founders in Fintech | Executive Leader & Strategist | Retirement Specialist, WealthConductor

Nancy Hetrick, AWMA, CDFA
Founder & CEO, Smarter Divorce Solutions

Dr. Roger Landry, MD, MPH
President, Masterpiece Living | Author

Devin Ekberg, CFA, CPWA, CIMA
Chief Learning Officer | Managing Director of Content Development, Investments & Wealth Institute

Matt Newman
Best Selling Author | Motivational Speaker | Cancer Survivor | Senior VP Transamerica

Nate Lenz
Co-Founder, Concurrent Advisors

Catherine Seeber, CFP®, CeFT®
Vice President, Financial Advisor, CAPTRUST

Frank McAleer, CFP®, CIMA®
Implementing Longevity Into Your Practice, Raymond James

Thomas Zgliniec, CFP®
Vice President, Wealth Planning, LPL Financial

Matthew Halloran
Host of the #1 Marketing Podcast in Financial Services, Top Advisor Marketing

Jason Gordo
SVP, Head of Client Experience, United Capital Financial

Brittany Anderson
Chief Operating Officer, Sweet Financial Services | Author | Ultimate Advisor, RLS Speaker Photo Draye Redfern.jpg

Draye Redfern
President, Redfern Media | Creator, Tangible Nurture | Chief Operating Officer, Daniels-Head Inc.

Kerry Pechter
Editor, Retirement Income Journal

Kay Lynn Mayhue
President, Merit Financial Advisors

Courtney Pullen
President, Pullen Consulting Group | Author

Dorothy Bossung, CFP®, CIMA®, CPWA®, RMA℠
Executive Vice President, Lowery Asset Consulting

Brad Arends
Co-Founder & CEO, intellicents

Steve Sanduski
CEO, Founder, Business Coach, New York Times Bestselling Author, Podcaster, ROL Advisor

Taylor Schulte, CFP®
Founder, Define Financial & Co-Founder, Advisor Growth Community

Joselyn Hall, IMBA, AIF®
Co-Founder, TrueSquid

Patrick Delaney
VP, DCIO Sales Consultant, T. Rowe Price

Ross Marino, CFP®, CPFA, CeFT®
Transitus Wealth Partners | CEO, Advisor2X

Lynn James
Co-Founder, TrueSquid

Adam Witty
Entrepreneur | Publisher | Author | Speaker | Philanthropist, Advantage Media Group | ForbesBooks

Harlan Accola
National Reverse Mortgage Director, Fairway Independent Mortgage Corporation

Tyler De Haan
Director, Principal Financial Group

Jason Smith
Founder, JL Smith Group | CEO and Founder, C2P Enterprises

Johnna Chewning
Vice President, Annuity Product Management, Raymond James

Michael Coelho
Managing Director, SageView Advisory Group

Scott Juds
President & CEO, SumGrowth Strategies

Tyrone Ross
Financial Consultant, 401

Elizabeth Moss
Regional Director, Producers Choice Network

Jude Boudreaux
Partner and Senior Financial Planner, The Planning Center

Stephanie McCullough
Founder, Financial Planner, and Public Speaker, Sofia Financial

Jason Hamilton
Financial Capability Educator | Speaker | Author, Keep It Simple Financial Planning

Richard Hoover
Investment Advisor Representative, SagePoint Financial, Inc.

Samuel Marrella
Wealth Manager, Marrella Financial Group

Scott Morrison
Partner, Morrison Nordmann

Daren Blonski
Managing Partner, Sonoma Wealth Advisors

Leslie Geller
Wealth Strategist, Capital Group | American Funds

Dr. Amy D’Aprix
Aging Expert

Corrigan Kardatzke
External Sales Manager, Great American Insurance Group

Dave Henry
VP, RIA Insurance Solutions

Jud Mackrill
Chief Marketing Officer, Carson Group

Sheryl Brown
Advocate | Speaker | Business Strategist, Females & Finance

Ted Kilkuskie
Senior Vice President, Business Development, LightHouse Life

Bryan Sajjadi
Vice President, Sector Specialist, Fidelity

Christopher Dillon
Investment Specialist, Multi-Asset Division, T. Rowe Price

David Wertheim
Senior Client Portfolio Manager, Invesco

Ekaterina Sheliga
Institutional Sales Director, The Standard

Jean Arias
Co-Founder | Managing Partner, AMG Wealth Advisors

Michael Karwic
CERTIFIED FINANCIAL PLANNER(TM) Professional for Specialty Situations, Simone Zajac

Joan Cox
Senior Financial Advisor, Personal Financial Advisors

Joy Kirsch
CFO of Life Changing Events, Kirsch & Associates

Bill Keen
Founder and CEO, Keen Wealth Advisors

Steve Sansone
Principal, Kravitz, LLC, an Ascensus Company

Amy Bozic
Business Development Manager, Transamerica

Scott Frank
Founder, Stone Steps Financial LLC

Rockie Zeigler
Certified Financial Planner, RP Zeigler Investment Services

Kim Robinson
AVP, Field Sales Retirement, LPL Financial

Paul Cahill
National Sales Director, Virtus Investment Partners

George Fernandez
Vice President Practice Management Resource, Mariner Wealth Advisors

Chris Jenks
Client Portfolio Manager, Disciplined Equity Team, BMO Global Asset Management

James Sullivan
President, MedicareAware

2020 Partners

PLATINUM:
• BMO Global Asset Management
• Transamerica

GOLD:
• Alphadroid
• Capital Group
• Fairway
• Kravitz
• Light House
• Principal
• Producers Choice Network
• The Standard
• T.Rowe Price
• Virtus Investment Partners

SILVER:
• Altruist
• Financial Advisor IQ
• Financial Fitness for Life
• White Glove

BRONZE:
• Advantage Forbes Books
• BlueStar
• Botsford Financial Group
• Broadridge
• Carson
• Cetera Financial Group
• Charles Schwab
• Clarity 2 Prosperity
• FPA
• Financial Transitionist Institute
• Global Atlantic Financial Group
• Great American Insurance Group
• GSM
• Health Equity
• IDFA
• Investing You
• Investments & Wealth Institute
• J.P Morgan Asset Management
• Morningstar
• Mutual of Omaha
• Nationwide
• One America
• Raymond James
• Steep
• Symetra
• The Birthday Company

MEDIA PARTNER:
• Iris