register now

April 20-21, 2020 | Westin Chicago River North


Retirement Income Summit

April 20-21, 2020 | Westin Chicago River North

InvestmentNews hosted the 13th annual Retirement Income Summit—the industry’s premier retirement planning conference—on May 14-15, 2019 at the Westin Chicago River North.

This two-day workshop provided clients and investors with a forum to acquire knowledge for retirement income solutions and personalized investing advice. The event featured leading experts who provided insight into the economy, markets, the state of healthcare and trends in retirement planning as well as social security claiming.


April 20-21, 2020: 14th Annual Retirement Income Summit at Westin Chicago River North.

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.

2019 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

View More

For More Information...

Join 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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.