Travel / Hotel
A dedicated room block has been reserved for guests at a special negotiated rate of $276 This rate is available until April 6, 2018. Rooms are available on a first-come, first-serve basis. Please CLICK HERE to make your hotel reservation:
If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at firstname.lastname@example.org 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 very satisfied and will attend next year and bring another adviser from 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 thought this year was the best of the three I’ve attended. The speakers and topics are top notch, the location is great, the food is great. All in all, this is a highlight for us to attend and we hope it continues to fit well into our schedule for years to come!”
“Mary Beth Franklin is always great and today was no exception.”
“Natalie Choate continues to be cutting edge. She always offers new ideas and insights.”
“Great summit! Thank you.”
“Amazing experience and I will be back next year!”
Financial Advisers: Get early bird savings and register for $475
Approved for 10.5 CFP CE credits. Additional and IMCA CE credits pending.