Fresh Takes on Every Aspect of Retirement Planning

Retirement is always evolving - how your clients invest for it and experience it. It’s not a static topic, as seen in the 17 years of hosting the Retirement Income Summit! Join InvestmentNews and thought leaders from every discipline that touches the topic of retirement for the latest thinking. You’ll leave with real tactics and exciting ideas for supporting your clients and growing your practice, as well as valuable new contacts from our networking opportunities, and even CE credits for some sessions. Representatives from the entire retirement planning industry will be there - make sure you are, too.




Denoted sessions have been accepted by the CFP Board for CE credit, and can be reported for CFP® certification & renewal.

Denoted sessions have been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® and CIMC certification & renewal.

Interested in sponsoring or exhibiting?
Fill out our sponsorship interest form or
contact Sabrina Straub at or 646-437-7956.

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InvestmentNews is the trusted resource for financial advisors. Our multi-platform approach consists of quality content, data and information, served to advisors across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*  

Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.

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