2018 PLANADVISER National Conference

JW Marriott, Grande Lakes  |     |  


This event has been exclusively designed for retirement plan advisers/consultants. 

Providers (i.e. record keepers, asset managers, insurance companies) that are not sponsoring the conference will not be allowed to attend the conference.

Retirement plan advisers may attend for just $795.

Continuing Education Credits

We pre-file for Certified Financial Planner Board (CFP) and Investments & Wealth Institute (formerly IMCA) for the 2018 PLANADVISER National Conference.

To receive continuing education credits, all attendees must sign in at the registration desk at the conference and complete a handout to verify their attendance. If you are looking for credits for another designation, please also stop by the registration desk for information on how to verify your attendance.

Any additional questions, please contact Melissa Groccia at melissa.groccia@strategic-i.com.

Sponsorship Information

Rob Reif | 203-258-6622 |

General Information

Carol Popkins | 203-461-0985 |