2011 Advisor Summit

Please join Retirement Alliance for our 9^th Annual Advisor Summit, Monday July 25th through Wednesday July 27th. Back by popular demand, this year's event will once again be held at Church Landing in Meredith, New Hampshire directly on the shores of breathtaking Lake Winnipesaukee.

Come hear from industry leaders on key economic retirement plan issues, regulatory updates and fiduciary best practices. Gain insights on prospecting tools to assist in growing and managing your business practice. Use this great opportunity to network with your peers, join us for an evening dinner cruise on Lake Winnipesaukee aboard the Mount Washington, and a raffle drawing on Wednesday.

Space is limited so please take a moment today to register online. We look forward to seeing you at Lake Winnipesaukee! 

Keynote Speakers

Here are this year's Keynote Speakers. For detailed information on all of the Summit Speakers, Sponsors and Agenda, please follow the appropriate links to the left of the page.

Warren Cormier

Founder & President, Boston Research Group.
Hear about the findings of a just-released study that examines how the market turmoil of recent years has impacted Plan Sponsor and Participant perceptions and behaviors; and how Advisors can use this knowledge in serving their Retirement Plan clients. More...

Larry H. Goldbrum, Esq.

Executive Vice President and General Counsel
The Spark Institute and RG Wuelfing & Associates
Hear an insightful “Washington Update” as it relates to regulatory and legislative priorities and positions of The Spark Institute in helping to resolve critical industry issues. More...

 Marcia S. Wagner

Principal, The Wagner Law Group.
Hear one of the nation’s leading ERISA attorneys describe and discuss best practices & processes that Advisors can implement to help protect both, their retirement plan clients and themselves. Take away real world procedures that you can put in place upon getting back to your office. More...

Dinner Cruise

Come along with us Tuesday night aboard the iconic Mount Washington scheduled to depart from the Church Landing dock.

Enjoy your dinner as you cruise past more than 240 habitable islands along the wooded shores, view the vast mountain range at sunset, and relax to a night of entertainment and fun!