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The 9th annual Retirement Income Summit will be held May 4-5, 2015.

Retirement Income Summit

May 4-5, 2015 | Westin Chicago River North

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Developed by the editors of InvestmentNews, the 2015 Retirement Income Summit aims to illuminate the challenges and opportunities advisers face when generating, sustaining and protecting their clients' retirement income. This focused conference will give the more than 300 professionals in attendance unique and practical tools to navigate the economic, market and policy uncertainties that face their clients in or near retirement.

InvestmentNews has called on leaders from the worlds of investing, government and academia to share with advisers the latest thinking in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, estate planning and taxation - which advisers can take back to their clients and put to work immediately.

Travel / Hotel

Westin Chicago River North

320 North Dearborn Street

Chicago, IL 60654

Tel: (312) 744-1900

Get map and directions

CE Credits

Accepted by IMCA for 14.5 CIMA®/CIMC®/CPWA® CE credits and by the CFP Board for 13.5 CE credits.


Natalie Choate, Esq.

Nutter, McClennen & Fish

Mary Beth Franklin

Contributing Editor, InvestmentNews

Moshe Milevsky, Ph.D.

Business School Professor, York University, Executive Director, IFID Centre, Field Institute for Research

Katy Votava, Ph.D., RN

President, GOODCARE

View All Speakers

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.

Join us for the Women’s Forum – Leadership in Financial Services. June 23 in NYC http://t.co/I5S1nX59HUFriday, Mar 27, 2015 4:28PM @eventsFromIN Only a few days left to get your nominations in! Who should we choose as the top talent in financial advice? #IN40 http://t.co/CpaqRilg35Friday, Mar 27, 2015 12:00PM @eventsFromIN Save the date: Women’s Forum – Leadership in Financial Services. June 23 in NYC http://t.co/I5S1nX59HU @IPADirectInvestThursday, Mar 26, 2015 2:00PM @eventsFromIN

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