We are excited to invite you to an exclusive luncheon/networking event that is for WIPN Members only. Our WIPN National Board worked with the organizers of the Institutional Investor Conference to host a lunch on the last day of the conference - September 17th at Balboa Bay Club in Newport Beach. In addition to our local WIPN members, this will also include women attending the conference and give us an opportunity to network with many more industry individuals. *** If you are interested in learning more about the conference (as an attendee or sponsor), there is also detailed information.

Agenda:

12:30pm-2pm Lunch/Networking

2pm-3pm Panel discussion - WIPN Board and Survey Results

Conference Details - Separate Registration required:

WIPN x Institutional Investor | Advisor Leadership Luncheon & ReceptionSeptember 16-17, 2025 | Balboa Bay Resort | Newport Beach, CA

Institutional Investor and WIPN are pleased to invite you to participate in the 4th Annual Retirement Plan Advisor Summit West, taking place September 16–17 at the Balboa Bay Resort in Newport Beach.

This invitation-only Summit brings together 70–100+ senior plan advisors from the nation’s leading retirement firms for 1.5 days of candid conversation, peer-driven content, and meaningful networking. As a special close to the Summit, WIPN and Institutional Investor will co-host a luncheon and networking reception on the afternoon of September 17th to continue fostering community, elevate leadership, and spotlight new voices within the industry. There is no cost for plan advisors to attend; with that said, each potential attendee will be qualified to ensure that we are delivering an audience of c-suite level decision makers. The agenda is written in coordination with our Advisory Board of your peers to ensure relevant and innovative content, please see in agenda.

If you are a vendor or asset manager interested in sponsoring, please reach out to cynthia.huynh@institutionalinvestor.com. Participating sponsors include Allianz, BlackRock, MassMutual, TransAmerica, Nationwide, New York Life, and more.

Be part of the most forward-thinking discussions shaping the future of the retirement industry—alongside the top plan advisors in the country.