Venue
Gillette Stadium
Gillette Stadium, 1 Patriot Pl, Foxborough, MA 02035, US

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Event Date Thu Nov 2 EDT - Fri Nov 3 EDT (about 7 years ago)
Location Gillette Stadium
1 Patriot Pl, Foxborough, MA 02035, US
Region Americas
Details

Inspiring The Leading Advisors, Fund Companies, And Asset Owners In The Region

Specifically Designed For Investment Advisors and Retirement Plan Advisors

Save the date: November 2 and 3, 2017 at Gillette Stadium, and we’ll see you this Fall!
The New England Wealth & Retirement Conference is your can’t-miss opportunity to spend two action-packed days networking with peers, listening to coveted keynote speakers, learning about the many challenges facing the industry, and discovering one-of-a-kind solutions from leaders in advisor community.

There’s something for everyone at The New England Wealth & Retirement Conference, so whether you’re a retirement advisor in the 401k space or an IRA advisor to high-net-worth individuals, this is an opportunity you don’t want to miss.

Speakers

2017 Speakers:

Dorann Cafaro
AIF®, PRP® Founder, Cafaro Greenleaf

Matthew Cahill
Senior Retirement Plan Consultant, MFA Asset Management

Dave Caruso
CEO, Coastal Capital Group, LLC

Michael Domingos
Vice President, Corporate Distribution and Strategy, Prudent Retirement

Amy Glynn
Managing Partner, GRP Advisor Alliance

John L. Kibbe
Senior VP Institutional Retirement Group, Securian Financial

Brendan Mahoney
National Sales Manager, SVP, American Funds

Todd Millay
Managing Director, Choate Investment Advisors

Avi Nachmany
is a frequent speaker in US and international forums focusing on the investment management industry.

Chris Provo
President & CEO, Provo Wealth Management Group

Joseph Ready
Executive Vice President, Wells Fargo Retirement

Kathleen M. Roche
Managing Principal, KMR Consulting LLC

Ian Sheridan
Co-Founder and Managing Director, Vestigo Ventures

James Worrell
JD, PRP, Founder, Managing Director, Northeast, Strategic Retirement Partners

Heather Abbott

Barbara C. Attardo
Partner, Daintree Advisors

Christopher Barrett
Senior Retirement Director, State Street Global Advisors (SSGA)

Travis Borden
Founder & President, Keene Advisors, Inc.

Pete Brock
Former Patriot’s Allstar

Lisa Buffington
VP, Regional Sales Director – New England Region

Dorann Cafaro
AIF®, PRP® Founder, Greenleaf Cafaro Consulting

Sponsors & Partners

2017 Sponsors:

• Allianz Global Investors
• American Century Investments
• American Funds
• eMoney Advisor
• Franklin Templeton Investments
• Prudential Retirement
• State Street Global Advisors

MEDIA:
• Retirement Planvision