Retirement Plan Advisor Summit - Southeast 2024

Feb 7th - Feb 8th 2024
Lake Nona Wave Hotel
Orlando, Florida

Institutional Investor’s Retirement Plan Advisor Summits help retirement plan advisors (RPAs) make the investment decisions and practice management choices that will best serve their underlying clients — through expert-led panel discussions, presentations, guest speakers and real-time market research.

Convening North America’s premier RPAs for thought-provoking discussions via intimate summits, we bring the key decision-makers from every corner of the U.S. together in environments carefully built for purposeful collaboration.

Advisory Board

Kyle Nelson, Senior Retirement Plan Advisor, bergakdv

Michael Sasso, Principal, CAPTRUST

Constantine Mulligan, Partner, Midwest, Cerity Partners

Chuck Williams, Managing Partner, Chief Executive Officer, Finspire

Amy Glynn, Managing Partner, GRPAA

Brad Arends, Co-Founder, Chief Executive Officer, intellicents

Joshua Ulmer, Managing Director, Institutional Consulting Director, Graystone, Morgan Stanley

Sean Kelly, Vice President, Heffernan Financial Services

Janine Moore, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management

Rick Rodgers, Principal, Innovest Solutions

Todd Kading, Chief Executive Officer, Co-Founder, Leafhouse Financial

Stephen A. Oliver, Founder, Manhattan Ridge Advisors

Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement + Wealth

Jamie Linkowski, President, PRIMESolutions Advisors, LLC

Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors (QPA)

George Fraser, Managing Director, Retirement Benefits Group

Kelli J. Davis, Vice President, Retirement Plan Consulting

Barbara Delaney, Principal, StoneStreet | Renaissance (SSRBA)

Erin Hall, Managing Director, Strategic Retirement Partners

Jeff Cullen, President, Strategic Retirement Partners

Stephen M. Welch, Vice President, Corporate Retirement Director, The Foote Welch Group Morgan Stanley Wealth Management

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

Upcoming Events

July 9 - July 10, 2024

Retirement Plan Advisor Summit- Central 2024

Four Seasons- Chicago

Learn More

September 25 - 26, 2024

Retirement Plan Advisor Summit- West 2024

Sofitel- Beverly Hills

Learn More