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Retirement Income Summit

April 24-25, 2017 | Westin Chicago River North

Join at InvestmentNews at the 11th annual Retirement Income Summit - the industry's premier retirement planning conference.

Much has changed - and much remains to be learned. Attend and discuss how the future is full of opportunity for the financial advice industry, and listen to leading experts debate what's in store for our economy, markets, and the state of retirement income.


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CE Credits

The 2017 Retirement Income Summit is pending approval for CE credit by the CFP Board and IMCA. The 2016 Summit was accepted for 12.5 CE credits.

Travel / Hotel

Westin Chicago River North

320 North Dearborn Street

Chicago, IL 60654

Tel: (312) 744-1900

Get map and directions


Natalie Choate, Esq.

Nutter, McClennen & Fish

Mary Beth Franklin

Contributing Editor, InvestmentNews

Katy Votava, Ph.D., RN

President, GOODCARE

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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.

Our student correspondent talks with Rick Schwartz about mentorship and coaching #schwabimpact @AbbyPhillips12, Oct 26, 2016 6:28PM @eventsFromIN Check out episode 2 of #GadgetGirl with @EricRClarke of @orionadvisor, Oct 26, 2016 2:18AM @eventsFromIN Bernie Clark & @acketyack discuss the evolution of the independent adviser #schwabimpact, Oct 25, 2016 3:47PM @eventsFromIN