Register as a financial adviser for 2018.

Financial Adviser Registration

Registrations are subject to verification of financial adviser status.

Industry Professional Registration

Register as an industry professional for $1,495.

Questions? Contact

CANCELLATIONS: Any cancellations received in writing before March 8, 2017, will receive a refund minus a $100 administrative charge. Thereafter, refunds are not available. Substitutions may be made at any time by emailing


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CE Credits

The 2017 Retirement Income Summit is approved for 13.5 CFP and IMCA Credits.

Travel / Hotel

Westin Chicago River North

320 North Dearborn Street

Chicago, IL 60654

Tel: (312) 744-1900

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Join the Conversation

Join our LinkedIn Group and follow us on Twitter to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the Summit.

Full house all day at the Women Adviser Summit in Boston! #WAS2017, Jul 11, 2017 5:04PM @eventsFromIN WAS Boston has started! Don't miss the 1st session w/ Susan Kay on secret strategies from the industry's most successful advisers #WAS2017Tuesday, Jul 11, 2017 8:52AM @eventsFromIN New #GadgetGirl episode! The case of betting on the right technology. @JunxureCRM has an ace up their sleeve…, Jul 10, 2017 3:06PM @eventsFromIN