WealthTech
Retirement Plan Advisor Summit West 2026
The essentials
Event details
- Dates
- 29 September 2026 to 30 September 2026
- Location
- Santa Monica
- Organiser
- Institutional Investor
- Industry
- WealthTech
Who attends
The audience
The Retirement Plan Advisor Institute (RPAI) is a private, invitation-only membership community for leading retirement plan advisor firms, premier asset managers, and key service providers across the defined contribution landscape.
As described by the organiser
Agenda themes
Topics covered
- Retirement
- IT
- Retirement Plan
On stage
Speakers
- Jessica BallinPrincipal
- Mike BeckDC Product Specialist, Nationwide
- Frank BitzerNational Director of ERISA Consulting, Marsh McLennan Agency, Retirement Services
- Veronica BrayCEO, Retire
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Retirement Plan Advisor Summit West 2026, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
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