Over one and half days, Institutional Investor’s Retirement Plan Advisor Institute 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. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
We hope you will join us for our 7th Annual Retirement Plan Advisor Summit in Chicago on July 9-10!
Michael Sasso, Principal, CAPTRUST
Connie Mulligan, Partner, Director of Investments, Cerity Partners
Kelly Famiglietta, Partner, Head of Qualified Plans, Charles Stephen and Company, Inc,
Chuck Williams, Chief Executive Officer, Managing Partner, Finspire
George Fraser, Managing Director,Fraser Group at Retirement Benefits Group
Janine Moore, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management
Brian Collins, Chief Investment Officer, HUB International Retirement and Private Wealth
Brad Arends, Co-Founder, Chief Executive Officer, intellicents
Kyle Nelson, Financial Consultant, intellicents
Rick Rodgers, Principal, Innovest
Steve Oliver, Founder, Manhattan Ridge Advisors
David Stofer, Managing Director, Senior Retirement Plan Advisor, Retirement Plan Solutions, Mariner Retirement Advisors
Craig J. Reid, National Practice Leader, Retirement & Wealth, President, Marsh McLennan Agency Retirement and Wealth
Josh Ulmer, Managing Director, Wealth Management, Institutional Consulting Director, Graystone Consulting from Morgan Stanley
Stephen Welch, Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Foote Welch Group at Morgan Stanley
Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement & Wealth
Jason Chepenik, Senior Vice President, OneDigital Retirement & Wealth
Joe Hatfield, Vice President, OneGroup Retirement Advisors
Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors
Kevin Mahoney, Managing Director,The Mahoney Group, Raymond James
Josh Schwartz, President, Retirement Plan Advisors
Randy Long, Founder, Chairman, SageView Advisory Group
Leah Sylvester, Partner, Director of Retirement Plan Services, Shepherd Financial
Barbara Delaney, Principal, StoneStreet Renaissance/HUB International
Erin Hall, Managing Director, Strategic Retirement Partners
Jeff Cullen, Managing Partner, Strategic Retirement Partners
Daniel Peluse, Executive Director- Retirement Benefits Advisor, Wintrust Investments
Brett Shofner, President, Work Plan Retire
If you are interested in becoming involved or would like more information, please contact:
Cynthia Huynh
Executive Director, Head of Investor Relations
Institutional Investor
February 7-8, 2024
Retirement Plan Advisor Summit- Southeast 2024
Lake Wava Nona - Orlando, FL
September 25 - 26, 2024
Retirement Plan Advisor Summit- West 2024
Sofitel- Beverly Hills, CA