Retirement Plan Advisor Summit - Southeast 2022

Jun 14th - Jun 15th 2022
The Miami Beach EDITION
Miami Beach, Florida

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.

Advisory Board

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

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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July 19-20, 2022 | In-Person Conference

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September 27-28, 2022 | In-Person Conference

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