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RPA Edge
May 22-23 2023/Sep 2023/Dec 2023

Accelerating the convergence of retirement plan advice and wealth management

A new, integrated multi-event and media offering for executive influencers and decision-makers in the retirement plan advice community.

Connect with decision-makers from across the RPA and Wealth Management industry ecosystems in intimate, invitation-only meetings that will re-shape the future of retirement plan advice.

Take a look at the schedule...

RPA Think Tank - Aggregators

May 22-23 | The Diplomat Beach Resort, Hollywood, Florida 

An exclusive, invitation-only RPA Edge Think Tank for leading aggregators at the Wealth Management EDGE conference on May 22-23. Executives from across the retirement and asset management industries will have the opportunity to collaborate, network and be featured in the coverage of the RPA Edge Think Tank, which is hosted by Informa's and Fred Barstein’s Retirement Advisor University teams.

RPA Think Tank - Broker Dealers

May 23-24, 2023 | The Diplomat Beach Resort, Hollywood, Florida 

Part of Wealth Management EDGE, this is an invitation-only meeting for the major retirement influencers and players in broker-dealer community to strategize, collaborate and improve the delivery of wealth and retirement plan advice.

RPA Think Tank - Record keepers

September 2023

This VIP meeting will bring together decision-makers from the record-keeper, asset management, insurance and technology channels to network and accelerate change in the retirement plan advice channel.

Part of the Wealth Management Industry Awards Program.

Attendees are invited to join for dinner at the Ziegfeld Ballroom on the evening of September 8.

Retirement Income Think Tank and Roundtable

December 2023 | New York

This new event will focus on the nexus of retirement plan advice and wealth management – retirement income – and how financial advisors can provide advanced planning, withdrawal and decumulation strategies to their clients.

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