Joseph F. Coughlin,Ph.D.
founder and Director of the AgeLab at the Massachusetts Institute of Technology
Joseph F. Coughlin, Ph.D., is founder and Director of the AgeLab at the Massachusetts Institute of Technology. His research seeks to understand the impacts of global demographic change, social trends and technology on consumer behavior, innovations in business, and public policy. Dr. Coughlin teaches in MIT's Department of Urban Studies & Planning and the Sloan School's Advanced Management Program. He is the author of The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market, and is a regular contributor to Forbes. He is currently at work on a new book about the future of retirement. A researcher, teacher and speaker, Dr. Coughlin is a frequent guest on news programs; his work has been featured in both print and on television, including ABC, BBC, CBS, CNN, NBC, News Asia, The Economist, Financial Times, The Times, The New York Times, The Wall Street Journal and other media outlets throughout the world.
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Mary Beth Franklin is a contributing editor at InvestmentNews, writing a column for the print edition and a blog for the website. Relying on more than decade of experience as a senior editor of Kiplinger's Personal Finance magazine and editor of the Kiplinger's annual Retirement Planning Guide, Ms. Franklin aims to bridge the gap between what consumers want and what financial advisers can provide. An award-winning journalist, Ms. Franklin covers retirement planning and distributions, tax planning, Social Security issues and the health-care aspects of retirement planning. She is a frequent public speaker, addressing both financial industry and consumer groups, and she has appeared on numerous national and local television and radio programs including NBC's Today show and Meet the Press, the CBS Early Show, CNN and PBS's Wealthtrack program.
Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets. In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Beyond his website, Michael is an active writer and editor across the industry and has been featured in publications including Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, and Leimberg Information Services, as well as The Wall Street Journal, BusinessWeek, CNBC PowerLunch, NBC Nightly News, and more. In addition, Michael has co-authored numerous books, including “The Annuity Advisor” with John Olsen (now in 3rd edition), the first balanced and objective book on annuities written for attorneys, accountants, and financial planners, and “Tools & Techniques of Retirement Income Planning” with Steve Leimberg and others.
Michael is one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning's "Deep Thinker," a "Legacy Builder," an "Influencer," a "Mover & Shaker," part of the “Power 20,” and a "Rising Star in Wealth Management" by industry publications. These awards were presented to honor Michael’s active work in the financial planning community, which currently includes serving as a member of the Editorial Review Board for the Journal of Financial Planning, national chair of the Financial Planning Section for the Society of Financial Services Professionals, and numerous other boards and committees for the Financial Planning Association and the Society of Financial Services Professionals at the local and National levels. Michael is also a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.
Ryan W. Neal
Technology Reporter, InvestmentNews
Ryan W. Neal covers financial technology for InvestmentNews. Originally from Northern California, he received his undergraduate degree at UC Santa Barbara and began his career in journalism at the Santa Barbara Independent. After a few years freelancing, bartending and snowboarding in Colorado, he moved to New York and earned a master’s degree from the Columbia University Graduate School of Journalism. Ryan started covering the fintech beat in 2014, and also enjoys writing about sports, music, Star Wars, politics, arts and entertainment.
Wade Pfau, Ph.D.
Professor of Retirement Income, The American College of Financial Services
Dr. Wade Pfau, is a Professor of Retirement Income in the Ph.D. in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to The College's Retirement Income Certified Professional® (RICP®) designation program curriculum.
Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.
Dr. Pfau was a selectee for the InvestmentNews "Power 20" in 2013 and "40 Under 40" in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine's Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a best paper award winner in the retirement category from the Academy of Financial Services.
Dr. Pfau holds a doctorate in economics and a master's degree from Princeton University, and Bachelor of Arts and Bachelor of Science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).
Ed Slott, CPA
President, Ed Slott and Company
Ed Slott was named “The Best” source for IRA advice by the Wall Street Journal.
He is a nationally recognized professional speaker and has starred in several nationally aired public television specials including the most recent, “Retire Safe & Secure! with Ed Slott (2018).
Slott created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor GroupSM which were developed specifically to help financial professionals earn recognition as leaders in the IRA marketplace.
Mr. Slott is an accomplished author of many financial and retirement-focused books, including most recently Ed Slott’s Retirement Decisions Guide: 2018 Edition (IRAHelp, 2018) and Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRAHelp, 2018). Slott also publishes d Slott's IRA Advisor a monthly IRA newsletter. He is a personal finance columnist for numerous financial publications.
As a thought leader in the retirement industry, Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, Money, Kiplinger’s, USA Today, Investment News and a host of additional national magazines and financial publications. He has appeared on numerous national television and radio programs. Mr. Slott is also a consultant to financial information websites.
He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal. Mr. Slott is the recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former Board member of The Estate Planning Council of New York City and an Accredited Estate Planner (AEP) distinguished.
"There is no other conference that provides us with a warmer greeting than yours. The Retirement Income Summit continues to be an incredible value."
"I was able to learn a lot of
new information and strategies that I can bring back to my practice."
“I talked to many of the exhibitors and came away with new providers and firms to keep tabs on.”
“The number of attendees provides the opportunity to meet others and to hear about other practices.”
“I realized I need to become better prepared to discuss Social Security and medical expenses with my clients. The Summit provided the means necessary to become better prepared in these areas.”
"I always feel like I get the
latest thinking in the retirement income space.”
“Amazing experience and I will be back next year!”
May 14-15, 2019 | Westin Chicago River North
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.