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Pensionmark Takes Over New York in 18th Annual Conference


Contact: Renata Coimbra - (805) 456-7098 -

New York, NY - Pensionmark Financial Group, LLC welcomes over 100 Advisors, Relationship Managers and Practice Leaders to the Park Lane Hotel in New York City for the 18th Annual Advisor Conference.

"We are thrilled to host another advisor conference," stated Mike Woods, President of Pensionmark. "Our mission for this year is to focus on best practices for leveraging the Pensionmark infrastructure and all our newly launched offerings in innovative ways. This allows our advisors to continue to strengthen client outcomes, become more efficient, and differentiate themselves in the industry." Each year Pensionmark honors Advisors who performed a year of exceptional growth and performance in 2018 including: Advisor of the Year, Shannon Main; Rainmaker of the Year (Individual), Rick Wedge; Rainmaker of the Year (Team), Wealthpath Investment Advisors; All Star of the Year, Stephanie Reese.

Conference subjects include proprietary technology utilization, 2019 best practices and trends, managed account programs, advisor sales panel, lead generation enhances and a keynote by Navy SEAL, David Rutherford.

About the Pensionmark Advisor Support Program

Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of support services creating the foundation to position their practices for long-term growth without losing the spirit of independence. Advisors benefit from the size, strength, and relationships of a national consulting firm with Pensionmark’s centralized service model with time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, and compliance support.