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If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at email@example.com for assistance.
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
"I was able to learn a lot of
new information and strategies that I can bring back to my practice."
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
“I realized I need to become better prepared to discuss Social Security and medical expenses with my clients. The Summit provided the means necessary to become better prepared in these areas.”
"I always feel like I get the
latest thinking in the retirement income space.”
“Amazing experience and I will be back next year!”
May 14-15, 2019 | Westin Chicago River North
Accepted for 12.5 CE Credits by the CFP Board. Accepted by Investments & Wealth Institute for 12.5 credits towards the CIMA® and CPWA® certifications.