Join us on

Download
Brochure

Sponsors

EVENT SPONSORS




EXHIBITORS









SEAT DROP SPONSOR





BOOK SPONSOR

PODCAST SPONSOR



 TRANSPORTATION SPONSOR

Featured Speakers

Keynote Speakers

Peng Chen, Ph.D., CFA

President

Global Investment Management Division, Morningstar

Brian Gaffney

CEO

Allianz Global Investors Distributors

Tim Noonan

Managing Director,
Capital Market Insights

Russell Investments

Gregory Salsbury

Executive Vice President

Jackson National Life Distributors LLC

Meir Statman

Glenn Klimek Professor of Finance

Santa Clara University; Author of: What Investors Really Want: Know What Drives Investors Behavior and Make Smarter Financial Decisions

 

 

Conference Co-Chairs



Pamela Black

Editor-In-Chief

Bank Investment Consultant

Bruce Morris

EVP/Managing Director

SourceMedia

Tim Whiting

Publisher

Financial Planning and On Wall Street

 

 

Featured Speakers

Fred Barstein
Fred Barstein
President, Chief Executive Officer, Founder
401k Exchange
Kol Birke
Kol Birke
Financial Behavior Specialist
Commonwealth Financial Network®
Brent Burns
Brent Burns
President and Founding Partner
Asset Dedication, LLC
Katharine Coppola
Katharine Coppola
Territory Manager
Jefferson National
Saundra Davis
Saundra Davis
Founder & CEO
Sage Financial Solutions, Inc.
Mark S. Freedman CFP
Mark S. Freedman CFP
President/CEO
Freedman Financial Associates, Inc.
Rick Kahler CFP®, MS, ChFC, CCIM
Rick Kahler CFP®, MS, ChFC, CCIM
President
Kahler Financial Group, Author of: Conscious Finance: Uncover Your Hidden Money Beliefs and Transform the Role of Money in Your Life
Skip Massengill
Skip Massengill
Senior Vice President
RW BAIRD & Co
Hugh Massie
Hugh Massie
President & Founder
Financial DNA
Jim Otar
Jim Otar
Founder
Retirementoptimizer.com Inc.
Zachary S. Parker, CFP®
Zachary S. Parker, CFP®
Director Annuities and Insurance
Securities America, Inc.
Robert Powell
Robert Powell
Editor
Retirement Weekly, a service of MarketWatch/Dow Jones
Katy Votava Ph.D., RN
Katy Votava Ph.D., RN
President & Founder
Goodcare
Cathy Weatherford
Cathy Weatherford
President & CEO
Insured Retirement Institute (IRI)
Keith Weber, CFP®, CPRC
Keith Weber, CFP®, CPRC
President
Weber Consulting Group, LLC, Author of: Rethinking Retirement: How to Create the Life You Want Without Waiting to Retire