Attend the 8th annual Retirement Income Summit and get the latest strategies and expert insights you need to create a sustainable retirement for your clients.

Financial Adviser Registration

Agenda highlights:

- Earn 13 CE credits from the CFP Board and 13 IMCA CIMA®, CIMC® and CPWA® CE credits.

- Hear Dr. Bob Froehlich address how to recognize the dangers and opportunities that could devastate or maximize a retirement portfolios durable income stream

- Get answers to the 20 most frequently asked Social Security questions from expert Mary Beth Franklin

- Learn which lifeline distribution strategies for retirement benefits could work for you from Natalie Choate

- Listen to a panel of investors discuss the retirement income topics important to them and the best methods for effective client/adviser communication

Financial Adviser Registration

CE Credits

This program has been approved by the CFP Board for 13 CE credits and by IMCA for 13 CIMA®, CIMC® and CPWA® CE credits.

Registration Information

Contact: Shannon Rosic

Phone: 212.210.0450


Sponsor & Exhibitor Opportunities

Contact: Mary Meagher

Phone: 212.210.0115


Speaking Opportunities

Contact: Mark Bruno

Phone: 212.210.0116


Connect to 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.

eventsfromIN: Top 5 reasons to attend the Summit: 3) Network with advisers and peers #RIS2014 #countdown check in tomorrow for reason 4!
eventsfromIN: Book your hotel room for the Summit by April 18 for a discounted rate! For more info call 312.744.1900 #RIS2014