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News News & Events 2011 Advisor Summit 2011 Advisor Summit

2011 Advisor Summit

Retirement Alliance's 9th Annual Advisor Summit will be held July 25-27, 2011 at Church Landing in Meredith, N.H., directly on the shores of breathtaking Lake Winnipesaukee.

The firm’s annual event hosts leading registered investment advisors, financial advisors and third party administrators from around the country. Last year’s Summit was highlighted by keynote speakers Fred Barstein, President, Chief Executive Officer and Founder of 401kExchange; Larry Goldbrum, Esq., Executive Vice President and General Counsel of The SPARK Institute; Eugene Maloney, Executive Vice President and Corporate Counsel of Federated Investors; and Eric Kapitulik, Chief Executive Officer and Founder of The Program, which focuses on leadership and overcoming adversity.

Save the Date! Monday, July 25 through Wednesday, July 27, 2011

  • Hear from industry leaders on key economic issues and fiduciary best practices.
  • Gain insights on prospecting tools to assist in growing and managing your business practice.
  • Network with your peers in an informal and relaxed setting overlooking scenic Lake Winnipesaukee.

 

Register
Space is Limited
Register by July 1, 2011
Register Now

Meeting Details

Summit Dates
July 25, 2011 at 1:00 p.m. through
July 27, 2011 at 12:00 p.m.

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Location
Mill Falls Church Landing, Meredith, NH
The Inns and Spa at Mill Falls
Church Landing
281 Daniel Webster Highway
Meredith, NH 03253

Summit Contacts

Agenda, Speakers or Sponsors
Alan Valenca 603-647-5600 x23
 
Logistics and Accomodations
Jean Kane 603-647-5600 x27
 
Regional Pension Consultants
Bill Riccio 603-647-5600 x67
Dave Hill 603-647-5600 x68
Shannon Blair Taji 603-647-5600 x39
Tim Nasworthy 603-647-5600 x62

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