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 email@example.com for assistance.
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
“Mary Beth Franklin is always great and today was no exception.”
“I was very satisfied and will attend next year and bring another adviser from my practice”
“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!”
“Amazing experience and I will be back next year!”
“Natalie Choate continues to be cutting edge. She always offers new ideas and insights.”
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
“Great summit! Thank you.”
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
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.