Sheridan Road Financial Hosts Largest and Best Attended Kohler Retirement Plan Advisor Conference


Chicago, IL – August 7, 2018 – Sheridan Road Financial, LLC hosted 125 senior retirement industry executives from leading asset management firms, recordkeepers, consultants, and plan-focused advisors at the eighth annual Kohler Retirement Plan Advisor Conference 2018, held June 24-26, 2018 at The American Club® Resort in Kohler, WI. The conference, created to foster “peer-to-peer interaction at the highest level of the retirement industry,” was the “best-attended and organized” Kohler Conference since its inception in 2010, according to post-conference attendee survey responses.

The Kohler Conference has evolved from a small, intimate study group of retirement plan advisors to include colleagues and peers from across the industry who are passionate about helping Americans retire with their dreams and dignity in place. As a result, the conference agenda covered such wide-ranging topics as regulatory upheaval, ongoing change and foreseeable disruption in investment advice models, behavioral perspectives on low and moderate-income populations, blockchain and a host of other critical industry issues examined through multiple viewpoints.

Much of the meeting time was devoted to executive networking, idea sharing, and collaboration. The schedule also allotted several blocks of time to FAST+FURIOUS, five-to-seven-minute presentations covering practice management tips, diversity issues, business metrics and more. In addition, this year was the first year that the Kohler Conference made available a professionally staffed and fully equipped Media Room for attendees and industry press who wanted to videotape interviews or fireside chats with event sponsors, conduct and record short video presentations similar to TED Talks.


Kohler Conference 2019 will take place June 23-25, 2019. For more information, contact Sheri Fitts, Chief Marketing Officer.


About Sheridan Road
Founded in 2005, Sheridan Road Financial, LLC which works with institutions, private individuals and families throughout the United States, is independently held and does not create any proprietary products. Sheridan Road has over $13 billion in assets under management and serves more than 300,000 individuals through its retirement plan and wealth management practices.

Sheridan Road exists to help Americans choose their day! We do this by striving to be the premier institutional investment consulting and private wealth firm that consciously leads others on a sound financial path. The company strives to make an impact on the lives of its team members, clients and the communities that it serves.


About LPL Financial
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Media Contact
Sheri Fitts, Chief Marketing Officer
847.205.9073 | cell: 503.319.0543

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, LLC, a registered investment adviser. Sheridan Road Advisors and Sheridan Road Financial, LLC are separate entities from LPL Financial.