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May 14-15, 2019 | Westin Chicago River North

Retirement Income Summit

May 14-15, 2019 | Westin Chicago River North

Join InvestmentNews at the 13th annual Retirement Income Summit—the industry’s premier retirement planning conference.

Clients and investors continue to search for retirement income solutions and personalized investing advice. This two-day workshop features the leading experts providing insight into the economy, markets, the state of healthcare and trends in retirement planning as well as social security claiming.

Sponsored by


CE Credits

Approved for 10 CE Credits by the CFP Board. Accepted by Investments & Wealth Institute for 11.5 credits towards the CIMA® and CPWA® certifications.

Travel / Hotel

Westin Chicago River North

320 North Dearborn Street

Chicago, IL 60654

Tel: 888-627-8359

Get map and directions


Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Igor Jonjic

Senior Product Manager, Investment Services, Fiserv

Michael Kitces

Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network

Ryan W. Neal

Technology Reporter, InvestmentNews

Angie O’Leary

Head of Wealth Planning, RBC Wealth Management

Kathleen M. Rehl

Rehl Wealth Collaborations

Stephen Resch

VP of Retirement Strategies, Finance of America Reverse

Suzanne Siracuse

CEO/Publisher, InvestmentNews

Phil Walker

VP of Strategic Partnerships, Finance of America Reverse

Ross Znavor

Managing Director, BlackRock

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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.

When technology can fade into the background it is truly innovative hear more from @AaronKlein about why.…, Apr 18, 2019 7:56PM @eventsFromIN Innovation can be magical Theresa Gralinski from InvestmentNews tells us why #innovateIN @Pershing, Apr 18, 2019 7:47PM @eventsFromIN Innovation is always finding a way to do things better, @SherylRowling tells us where we can find inspiration…, Apr 18, 2019 7:29PM @eventsFromIN

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