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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Bonnie Treichel JD
Chief Solutions Officer at Endeavor Retirement
Speaker

Profile

Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Bonnie is also an ERISA attorney and nationally known speaker and thought leader in retirement plan governance and best practices. Outside of work, Bonnie enjoys traveling, spending time with her golden retrievers, Sadie and Sunny, running, riding her bike and volunteering for Make a Wish

Agenda Sessions

  • Retirement Income Strategies – Best Practices in 2025

    12:30pm