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.
Assumption of Risk
An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.
Stace Hilbrant, Managing Director, 401k Advisors
Michael Sasso, Principal, CAPTRUST
Constantine Mulligan, Partner, Midwest, Cerity Partners
Kate Clark, Managing Partner, Cypress Capital
Chuck Williams, Chief Executive Officer, Finspire
Stephen Welch, Vice President, Financial Advisor Corporate Retirement Director, Foote Welch Group at Morgan Stanley
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
Cynthia Huynh
July 19-20, 2022 | In-Person Conference
Retirement Plan Advisor Summit - Central 2022
Chicago, IL
September 27-28, 2022 | In-Person Conference
Retirement Plan Advisor Summit - West 2022
Marina Del Rey, CA