Chicago

Members Only
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WIPN x Institutional Investor | Advisor Leadership Luncheon & Reception

Institutional Investor and WIPN are pleased to invite you to participate in the 9th Annual Retirement Plan Advisor Summit Central.

WIPN x Institutional Investor | Advisor Leadership Luncheon & Reception

Four Seasons Hotel Chicago

120 East Delaware Place, Chicago, IL 60611

Institutional Investor and WIPN are pleased to invite you to participate in the 9th Annual Retirement Plan Advisor Summit Central, taking place March 24-25 at the Four Seasons in Chicago.

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 panel and luncheon/networking reception on the afternoon of March 25th to continue fostering community, elevate leadership, and spotlight new voices within the industry. There is no cost for plan advisors to attend the conference; with that said, each potential advisor 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. Be part of the most forward-thinking discussions shaping the future of the retirement industry—alongside the top plan advisors in the country.

WIPN MEMBERS ONLY: If you are not an advisor or sponsor attending the II conference, please plan arrive promptly at 11:25AM on Wednesday March 25th to join the II+WIPN Panel “Is DEI Dead” featuring Nicole Corning [WIPN Board], Allison Law-Tatko [WIPN Chicago Co-Chair], Calla Gorman [Prior WIPN Chicago Co-Chair], Jeff Cullen [WIPN Ally] in Ballroom AB. Immediately following the panel session, WIPN members will join the closing luncheon and networking reception.

Please RSVP for the March 25 WIPN+II Lunch & Networking Session using this link. Must be registered to attend. Deadline to register is March 10 : https://event.institutionalinvestor.com/event/b71acde2-ddc3-4c82-958c-d1bace5cf441/summary

If you are a vendor or asset manager interested in sponsoring future Institutional Investor conferences, please reach out to Cynthia Huynh at cynthia.huynh@institutionalinvestor.com.

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