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Overview

Who Attends

The Retirement Lab Symposium brings together a select group of financial advisors who are leading retirement income conversations and helping clients navigate today's most complex retirement challenges. This invitation-only event is open exclusively to nominated participants and represent a diverse mix of experienced practitioners, retirement specialists, and top-performing advisors committed to advancing their practices. Throughout the event, advisors connect with peers, leading academics, and industry experts to exchange ideas, share experiences, and build valuable professional relationships

Highlights

Participants will step outside the traditional financial‑services bubble to explore how another industry drives innovation — gaining fresh perspectives and inspiration. Through keynotes, research deep dives, fireside chats, and working sessions, participants will translate those insights into actionable, real‑world solutions tailored to the evolving challenges of retirement income planning today.

Powered by LIMRA's retirement expertise and industry leadership, the Retirement Lab Symposium is designed to help advisors build what's next in their retirement practices. Through a combination of thought-provoking keynote discussions, interactive lab sessions, and executive-level conversations, attendees explore the latest thinking on retirement income, decumulation, longevity planning, wealth transfer, and practice innovation. 

Equally important, the symposium creates meaningful opportunities for advisors to connect with peers facing similar client and business challenges. From small-group discussions and facilitated breakouts to networking events, participants gain insights not only from experts on stage but also from one another. 

During the symposium, participants:

  • Learn proven retirement income strategies from leading academics, researchers, and top-producing advisors
  • Explore approaches to addressing longevity, decumulation, and wealth transfer challenges
  • Participate in executive discussions focused on the future of retirement planning and distribution

Attendees leave with actionable strategies to improve retirement outcomes for clients and expand their practices.

Hotel / Venue

Charlotte Motor Speedway

5555 Concord Pkwy South​
Charlotte, NC, USA, 28262

Hotel:

The Mecklen Hotel
8520 University Executive Park Drive
Charlotte, NC 28262

Reservations can be made by calling 704-319-5188 and mentioning ALI.

Make your reservations by December 17, 2026, to receive the group rate of $179.00 single/double (plus applicable sales taxes). Requests after December 17, 2026, will be accepted based on space availability. Please note that hotel rates will go up after December 17, 2026, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

If you receive any unsolicited or suspicious emails or phone calls about a hotel booking in conjunction with this meeting, our advice is to delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.

Please contact our Event Planner, Sue Mancarella, if you have any questions regarding the hotel.

Contact us to learn more:

Ashlee Harris-Morris

Event Coordinator

ahmorris@loma.org

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