No. Attendance is complimentary, but advance registration is required.

Yes. Spouses, family members, friends, and colleagues are welcome. We simply ask that each attendee be registered so we can plan appropriately.

This event is designed for individuals and families who are approaching retirement, already retired, or thinking more seriously about how major financial decisions fit together. 

After registering, you will receive a confirmation email with event details and a link to add the summit to your calendar. Additional reminder emails will be sent as the event gets closer. 

Yes. Coffee and a light breakfast will be available during check-in.