Retirement Plan Advisor Summit 2024 - West | Institutional Investor | 24 September 2024 | Sofitel Hotel, 8555 Beverly Blvd #90048, Los Angeles, CA 90048, USA

Venue
Sofitel Hotel
Sofitel Hotel, 8555 Beverly Blvd #90048, Los Angeles, CA 90048, USA

What is Qwoted?

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

Learn more
Event Date Tue Sep 24 MDT - Wed Sep 25 MDT (3 months ago)
In your timezone (EST): Tue Sep 24 2:00am - Wed Sep 25 2:00am
Location Sofitel Hotel
8555 Beverly Blvd #90048, Los Angeles, CA 90048, USA
Region Americas
Details

The summit helps 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.

Speakers

2024 Speakers

ADVISORY BOARDS:

Kyle Nelson
Senior Retirement Plan Advisor, bergakdv

Michael Sasso
Principal, CAPTRUST

Constantine Mulligan
Partner, Midwest, Cerity Partners

Chuck Williams
Managing Partner, Chief Executive Officer, FinspireAmy Glynn, Managing Partner, GRPAA

Brad Arends
Co-Founder, Chief Executive Officer, intellicents

Joshua Ulmer
Managing Director, Institutional Consulting Director, Graystone, Morgan Stanley

Sean Kelly
Vice President, Heffernan Financial Services

Janine Moore
Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management

Rick Rodgers
Principal, Innovest Solutions

Todd Kading
Chief Executive Officer, Co-Founder, Leafhouse Financial

Stephen Oliver
Founder, Manhattan Ridge Advisors

Saumen Chattopadhyay
Chief Investment Officer, OneDigital Retirement + Wealth

Jamie Linkowski
President, PRIMESolutions Advisors, LLC

Matthew Eickman
National Retirement Practice Leader, Qualified Plan Advisors (QPA)

George Fraser
Managing Director, Retirement Benefits Group

Kelli Davis
Vice President, Retirement Plan Consulting

Barbara Delaney
Principal, StoneStreet | Renaissance (SSRBA)

Erin Hall
Managing Director, Strategic Retirement Partners

Jeff Cullen
President, Strategic Retirement Partners

Stephen Welch
Vice President, Corporate Retirement Director, The Foote Welch Group Morgan Stanley Wealth Management

Brett Shofner
President, Work Plan Retire