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The 10th annual Retirement Income Summit will be held May 2-3, 2016.

Retirement Income Summit

May 2-3, 2016 | Westin Chicago River North

The 2015 Retirement Income Summit was held May 4-5, 2015 at the Westin Chicago River North.

InvestmentNews 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 took back to their clients and put to work immediately.

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CE Credits

The 2015 Retirement Income Summit was accepted by IMCA for 14.5 CIMA®/CIMC®/CPWA® CE credits and by the CFP Board 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

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

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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.

Best Practices Workshop: Save $100 this week only! Use code FLASH, Sep 01, 2015 1:30PM @eventsFromIN Webcast today! There's still time to register: How cutting the expense drag on active management will benefit clients, Aug 25, 2015 1:00PM @eventsFromIN Webcast tomorrow: How cutting the expense drag on active management will benefit clients Register & earn CE credit!, Aug 24, 2015 5:30PM @eventsFromIN

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