Deliver differentiated retirement income solutions

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INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

FEATURED SESSION

Strategic Initiatives Transforming Retirement Income

Hear from leaders at Northwestern Mutual and Income Discovery, at INVEST, to learn how they are successfully delivering differentiated retirement income solutions through digital innovation that optimize the role of advisors.

Additionally, the session will cover how the delivery of a holistic, integrated retirement income plan – one that factors in all sources (investments, insurance and annuities) and covers all expenses – can lead to better outcomes for clients.

SESSION SPEAKERS

Manish Malhotra

Founder & CEO
Income Discovery

Anthony Santillo

Vice President, Planning Experience
Northwestern Mutual

*EXCLUSIVE OFFER FOR INVEST ATTENDEES*

As a registered in-person attendee at INVEST, you will receive a free copy of keynote speaker Ric Edelman's newest book, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, on-site at the event.

Connect with your fellow attendees

The Brella networking app and its matchmaking features help you find like-minded attendees and partners, schedule meetings, chat and meet in person.

Learn more →

SAFETY PLAN UPDATE

Financial Planning and parent company Arizent are constantly monitoring guidance and mandates for in-person events made by businesses and federal, state and local agencies. As a result, we are lifting the vaccine mandate for INVEST— individuals will no longer be required to show proof of vaccination to attend in person. You can read our full safety plan here.