category rate
Adviser Rate $99
Standard Rate  $299



*THE ADVISER RATE (subject to approval) 

  • Adviser rate applies to: registered investment advisors (RIAs), independent and regional advisors, wire house advisors, institutional investors, family offices and financial planners.
  • Anyone registering for the adviser pass must be verified and those that do not meet the criteria will be required to upgrade to the Standard Rate.
  • To qualify for the Adviser Rate, you must have a valid CRD number or an SEC number. Without either, please register under the Standard. 



  • The full conference agenda, including all main stage sessions, CE sessions,  breakout sessions, networking/ working luncheon 
  • Post-conference video recordings of all sessions
  • Access to the Exhibit Area
  • Opening Night Reception
  • All conference meals
  • Health/ Safety Screening Protocol



Safety of our attendees, speakers, sponsors and staff is our first priority at this year’s Retirement Income Summit.
The Retirement Income Summit will follow all city, state and local guidelines to ensure a safe experience.
InvestmentNews require a proof of vaccination or a negative PCR test in order to attend the event.  More detailed information will be shared in the coming weeks.

We accept American Express, Discover, Visa, and MasterCard. Registration fees include all meals, refreshment breaks, and receptions, dependent upon the event. In order to receive early bird discounts, special rates or promotions, full payment must be made prior to the offer expiration date. Any registration not paid in full at the time of the offer’s expiration date will be subject to the current rate at date of full payment. Full payment must be received 14 days prior to the event. Registrants will not be allowed access to the event in the absence of full payment. Invalid credit cards will not be processed, and registrations with be declined.

Substitutions and Cancellations
Substitutions can be made at any time. Cancellations are accepted and registration fees fully refunded if a cancellation notice is received in writing no later than September 3, 2021. For cancellations received after September 3, 2021, 100% of the registration fee will be forfeited.

All discount offers are for new registrations only and cannot be applied to any registrations submitted prior to receiving the offer. No refunds on current registrations will be issued, except as noted in the cancellation policy.

InvestmentNews reserves the right to cancel an event at any time. InvestmentNews reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change. For more information regarding administrative policies such as complaints and refunds, please contact us at