Women In Retirement Conference 2018 | American Retirement Association | 10 June 2018 | Hilton Hotel, 60 Battery St, Burlington, VT 05401, USA
Venue
Hilton Hotel
Hilton Hotel, 60 Battery St, Burlington, VT 05401, USA
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| Event Date | Sun Jun 10 EDT - Tue Jun 12 EDT (over 6 years ago) |
| Location |
Hilton Hotel
60 Battery St, Burlington, VT 05401, USA |
| Region | Americas |
Details
Celebrate the growth women are making within the retirement plan industry! Join your colleagues at this one of a kind event, where you’ll hear from groundbreaking speakers, attend powerful professional development sessions, and participate in thoughtful roundtables.
Who are your fellow co-WIRCers, you ask?
This intimate event is for women advisors and women who own or work for a Third Party Administration firm.
What is this event like?
You’ll explore the unique challenges, both personal and professional, that women face in the retirement plan industry. But make no mistake: this is no “soft” conference these are serious topics, insightful speakers, and best of all–some super amazing, powerhouse women influencers in the industry!
Speakers
2018 Speakers
Mary Proctor Trane
Founder, Verite, Inc.
Becky Rupiper-Greene
Tero International
Megan Crawford
Consultant/Plan Design, Williams Benefit Consulting, LLC
Leigh Lewis, QPA, QKA
Principal/Consultant, Metro Benefits, Inc
Amy Koch, CRPS®, CPFA
Financial Advisor, Vice President, Wunderlich Securities
Charlotte Stallings
President/CEO, Getting Smart LLC
Alicia Malcolm
Financial Advisor, UBS Financial Services
Amanda Iverson, CPA, PHR, SHRM-CP, APM
Chief Operating Officer, Pinnacle Plan Design, LLC
Jeanne Fisher, CFP®, CPFA, MBA
Financial Planner - Qualified Plan Specialist, ARGI Financial Group
Mickie Murphy, QPA, QKA, ERPA
Senior Manager, Blue Benefits Consulting
Renee K. Scherzer
Registered Principal, LPL
Barb Leadem, QPA, QKA
Owner, Atlantic Pension Services, Inc.
Shannon Maloney, CEBS
Managing Director, Michigan National Practice Leader Defined Benefit Plans and ESOPs, Strategic Retirement Partners
Kathleen Roche
Vice President, Channel Management Strategy, Ascensus
Janine Moore, CPFA
Managing Partner/Principal, Peak Financial Group, LLC
Shannon Edwards, ERPA, QPA, QKA, APR
President, TriStar Pension Consulting
Laina Davidson
Marketing Director, TriStar Pension Consulting
Sheri Alsguth, EA, CPC, MSPA, QPFC
Consulting Actuary, Pinnacle Plan Design, LLC
Sponsors & Partners
2018 Sponsors
• American Funds from Capital Group
• Colonial
• J.P. Morgan Asset Management
• Lincoln Financial Group
• MFS Investment Management
• Nationwide
• Natixis Global Asset Management
• Nuveen a TIAA Company
• OneAmerica
• Principal
• Transamerica
• Vanguard