Retirement Plan Advisor Summit - West 2023

Sep 26th - Sep 27th 2023
Los Angeles, California
About

Build Your Dream Team by Leveraging Opportunities

Over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry.

 

 

Agenda

COMING SOON

2022 Advisory Board
  • Stace Hilbrant, Managing Director, 401k Advisors
  • Michael Sasso, Principal, CAPTRUST
  • Constantine Mulligan, Partner, Midwest, Cerity Partners
  • Chuck Williams, Chief Executive Officer, Finspire
  • Amy Glynn, Managing Partner, Global Retirement Partners Advisor Alliance (GRPAA)
  • Rick Rogers, Principal, Consultant, Innovest
  • Todd Kading, CEO, Founder, Leafhouse Financial
  • David K. Stofer, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors
  • Joshua E. Ulmer, Executive Director, Institutional Consulting Director, Morgan Stanley at Work | Graystone Consulting
  • Jania Stout, Senior Vice President, OneDigital Retirement and Wealth
  • Doug Prince, Co-Founder, Advisor, ProCourse Advisors
  • Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors (QPA)
  • Jeff Cullen, Managing Partner, Strategic Retirement Partners
  • Barbara Delaney, Founder and Principal, StoneStreet Renaissance, HUB International
  • Michael Welz, President & Chief Investment Officer, USI Advisors
  • Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management
  • Brett Shofner, President, Work Plan Retire, FL
Sponsorship
Contact
If you are interested in be involved and for more information, please contact:
 

Cynthia Huynh

Director, Investor Relations
Program Manager
Institutional Investor Memberships & Forums 
 
 
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