Retirement Plan Advisor Summit 2023 - Southeast | Institutional Investor | 11 May 2023 | Four Seasons Hotel And Residences Fort Lauderdale, 525 N Fort Lauderdale Beach Blvd, Fort Lauderdale, FL 33304, USA

Institutional Investor’s Retirement Plan Advisor Summits help retirement plan advisors (RPAs) make the investment decisions and practice management choices that will best serve their underlying clients - through expert-led panel discussions, presentations, guest speakers and real-time market research.

Convening North America’s premier RPAs for thought-provoking discussions via intimate summits, we bring the key decision-makers from every corner of the U.S. together in environments carefully built for purposeful collaboration.

2023 Speakers

CHAIRPERSON:

Connie Mulligan
Partner, Cerity Partners

SPEAKERS:

Brad Arends
Co-Founder, Chief Executive Officer, intellicents

Samuel Brandwein
Senior Vice President, Institutional Consulting Director, Corporate Retirement Director, Graystone Consulting

Steve Case
Financial Advisor, Michigan Retirement Advisors

Saumen Chattopadhyay
Chief Investment Officer, OneDigital

Jason Chepenik
Senior Vice President, OneDigital

Kim Cochrane
Director, Client Services, HUB International Personal Insurance

Sean Deviney
Director, Financial Advisor, Provenance Wealth Advisors

Matthew Eickman
National Retirement Practice Leader, Qualified Plan Advisors

George Fraser
Managing Director, Fraser Group at RBG

Michael Garberich
Senior Investment Officer, LeafHouse Financial

Chris Garrison
Senior Consultant, Pinnacle Pension Consultants

Robert Gower
Director, Trucker Huss, APC

Brian Jessen
Managing Director, Forest Capital Management

Shir Keidan McGettigan
Director ofEmployer-Sponsored Retirement Plans, BLS Wealth Management

Kevin Mahoney
Managing Director, Raymond James

Tiffany McGhee
Chief Executive Officer, Chief Investment Officer, Pivotal Advisors LLC

Michael Morris
Managing Director, Pensionmark

Connie Mulligan
Partner, Cerity Partners

Steve Oliver
Founder, Manhattan Ridge Advisors

Jeffrey Petrone
Managing Director, SageView

Rick Rodgers
Principal, Consultant, Innovest Portfolio Solutions LLC

Daniel Shapiro
Principal, Pensionmark - DCS Retirement

Brett Shofner
President, Work Plan Retire

Mitch Starr
Partner, BLS Wealth Management

Todd Stewart
Managing Director, Investment Research, SageView Advisory Group

Bonnie Treiche
Chief Solutions Officer, Endeavor Retirement

Stephen Welch
Vice President, Financial Advisor, Corporate Retirement Director. Foote Welch Group at Morgan Stanley

2023 Sponsors

CO-SPONSOR:
• Transamerica

ASSOCIATE SPONSORS:
• New York Life
• MassMutual