Financial advisers with expertise in employer-sponsored retirement plans gathered in Chicago the week of April 3rd for the CPI Retirement Academy. More than 160 advisers, representing over 6,400 retirement plans with assets in excess of $39 billion, gathered to learn the latest on a variety of industry topics designed to educate and inform.
Conference host Micah DiSalvo, director of institutional sales stated, “We invested significant resources in the CPI Retirement Academy - Chicago in an effort to make it different. We wanted to make this event different than the traditional meetings in the marketplace by focusing on education, delivering relevant retirement plan tools and then ultimately positioning CPI as a thought leader in the industry.” Presentations included a legislative update, fiduciary issues, plan design, winning presentations, sales strategies, and market outlook, along with panel discussions of the open architecture and fully bundled plan platforms. “There was just enough meat to the conference - enough to challenge me, but neither overwhelm nor bore me…,” stated conference attendee Matt Kern. “You accomplished your 3 objectives - no - you nailed them!”
CPI president and CEO Kevin Thompson summed up the conference with this: “We believe our inaugural Retirement Academy was a great success for the advisers in attendance, our sponsors, and CPI. We have received very positive feedback on the event and are already looking forward to making it even more educational and valuable next year.”