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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 |
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.
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
2017 Sponsors:
• Allianz Global Investors
• American Century Investments
• American Funds
• eMoney Advisor
• Franklin Templeton Investments
• Prudential Retirement
• State Street Global Advisors
MEDIA:
• Retirement Planvision