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 11-12!
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
