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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

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.

Travel / Hotel

Westin Chicago River North

320 North Dearborn Street

Chicago, IL 60654

Tel: (312) 744-1900

Get map and directions


Mark Bruno

Associate Publisher, InvestmentNews

Robbie Cannon

CEO, Horizon Investments

Lance K. Carlson

Head of Sales Distribution, Great-West Financial

Natalie Choate, Esq.

Attorney, Nutter, McClennen & Fish

Mary Beth Franklin, CFP®

Contributing Editor, InvestmentNews

Michael Kitces

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

Christopher Mayer

CEO, Longbridge Financial

Ryan W. Neal

Technology Reporter, InvestmentNews

Stephen Resch

Vice President of Retirement Strategies, Finance of America

Ross Znavor

Managing Director, BlackRock Digital Wealth

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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.

Matt Sirinides and Brandon Odell kick-off the 2018 Best Practices Workshop with the first session focused on key fi…, Nov 13, 2018 10:52AM @eventsFromIN Midterm election: how do the results impact the market and your business? Join an exclusive #INWebcast today 4pm ES…, Nov 08, 2018 11:05AM @eventsFromIN How exactly did the midterm election impact the market? Listen in on an exclusive #INWebcast tomorrow at 4pm EST…, Nov 07, 2018 11:52AM @eventsFromIN

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