Retirement Plan Advisor Summit - Southeast 2022 | Institutional Investor | 14 June 2022 | The Miami Beach EDITION, 2901 Collins Ave, Miami Beach, FL 33140, USA

We are excited to announce our 2022 in-person calendar of events. The summit bring together the nations' top retirement plan advisors in networking and to make the investment decisions and practice management choices that will best serve their underlying clients through expert led panel discussions, presentations, guest speakers and live market research.

Build Your Dream Team by Leveraging Opportunities
Over one and half days, Institutional Investor’s summit will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.

2022 Speakers

KEYNOTE SPEAKER:

Chris Tuff
Executive Director of Partnership and Growth, National Bestselling Author

CHAIRPERSON & SPEAKERS:

Brad Arends
Chief Executive Officer, Intellicents

John Doyle
Senior Retirement Strategist, Capital Group

George Fraser
Managing Director, Fraser Group at RBG

Amy Glynn
Managing Partner, Global Retirement Partners Advisor Alliance (GRPAA)

Robert Gower
Director, Trucker Huss, APC

Kenneth Mergen
Vice President of Group Retirement Plans, Retirement Plan Advisors

Michael Morris
Managing Director, Mid-Central, PensionMark

Bonnie Treichel
Chief Solutions Officer, Endeavor Retirement

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

2022 Sponsors

• NW
• Marsh McLennan Agency
• New York Life
• First Eagle Investments
• CG