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Event Date | Wed Sep 6 EDT - Thu Sep 7 EDT (over 1 year ago) |
Location |
The Westin, NYC
270 W 43rd St, New York, NY 10036, USA |
Region | Americas |
A new, integrated multi-event and media offering for executive influencers and decision-makers in the retirement plan advice community.
Connect with decision-makers from across the RPA and Wealth Management industry ecosystems in intimate, invitation-only meetings that will re-shape the future of retirement plan advice.
This VIP meeting will bring together decision-makers from the record-keeper, asset management, insurance and technology channels to network and accelerate change in the retirement plan advice channel.
2023 Speakers
David Armstrong,
Editor-in-chief and Executive Director of Content, Wealthmanagement.com
Fred Barstein,
Founder & CEO, TRAU, TPSU, & 401kTV
Mark Bruno,
Managing Director, Wealth Management, Informa Connect
2023 Sponsors
• Allianz
• Candidly
• Capital Group American Funds
• Envestnet
• iJoin
• John Hancock Investment Management
• LGIM America
• Morningstar
• Schroders
• T.Rowe Price
• Voya Financial