* CHANGE NOTICE *
Retirement Plan Advisor Summit - Central previously scheduled for July 14-15, 2020 is currently being rescheduled, new date coming soon!
The retirement industry is changing, and it is changing dramatically and rapidly. Plan sponsor’s expectations continue to grow and for plan advisors to keep up and continue to deliver value to their clients, they must find ways to manage those expectations. With fee pressures, the proliferation of lawsuits in the industry, new technologies and the need to be more “holistic” in service-delivery, this is no easy task. So, how do plan advisors accomplish all of this while competing for scale, managing their businesses and staying relevant in a booming market?
Join c-suite level executives from the most innovative and important retirement plan advisor firms at this year's Retirement Plan Advisor Summit—Central event! Over the course of the summit, advisors will be able to share ideas and connect with their peers on the experiences and issues that will have the greatest impact on their clients and their businesses in the years to come.
Institutional Investor would like to thank our Advisory Board of c-suite level executives from the most innovative and important retirement plan advisor firms who help shape our content, thought leadership and programming for the year.
Charles Langowski, Principal & CEO, Advanced Capital Group, MN
Constantine Mulligan, CFA, Partner, Cerity Partners, IL
Jason Chepenik, CFP, Managing Partner, Chepenik Financial, FL
Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire, IL
Joshua E. Ulmer, Senior Vice President, Institutional Consulting Director, Corporate Retirement Director, Graystone Consulting, OR
Gregory Cimmino, CFP, AIF, Managing Partner, Institutional Investment Consulting, CT
Todd Kading, CFP®, CPFA™, RF™, President, LeafHouse Financial, TX
Pamela Popp, President, Lockton Retirement Services, MO
Scott Cameron, CFA, Principal, Multnomah Group, OR
Scott Colangelo, Chairman, Prime Capital Advisors, KS
Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc., NJ
Doug Prince, AIFA, Co-Founder, Advisor, ProCourse Advisors, IN
Vincent Morris, President, Resources Investment Advisors, Inc., KS
Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group, CA
Joshua Schwarz, President, Retirement Plan Advisors, IL
Randy Long, Managing Principal, SageView Advisory Group, CA
Barbara Delaney, Founder & Principal, StoneStreet Renaissance, NY
Jeff Cullen, Managing Partner, Strategic Retirement Partners, IL
Andre Huaman, Managing Partner, Three Bell Capital, CA
Michael Welz, CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors, CT
Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management, IL
Brett Shoffner, President, Work Plan Retire, FL
Institutional Investor would like to thank this year's sponsors from premier asset management firms and providers.The benefits for firms which sponsor the Retirement Plan Advisor Summit include a dramatically reduced sales cycle, significant savings on client acquisition and servicing, and, most importantly, a much greater understanding of the changing needs of their clients so that these firms may, in turn, grow their businesses.
Make sure to request information on sponsoring this year's event!
For more information, please contact:
Lauren Feldman
(212) 224 3689