Excel 401(k): The Advisors' Conference
October 28th - 30th, 2018 | Caesars Palace, Las Vegas | Presented by Rekon Intelligence
Excel 401(k) is an advisor-driven conference experience intentionally designed to cultivate lasting connections and valuable conversations.
You'll walk away from each session with pertinent information, operative ideas, and actionable goals to grow your 401(k) practice.
Enjoy professional learning in a format and environment evolved from the traditional industry conference experience.
2017 Advisor Testimonials
"The success of a conference is measured by what advisors do when they return to their offices. Every aspect of this conference is strategically designed to help advisors make decisions and act on what they've learned."
- Ross Marino CFP®, CPFA, ChFC® | Founder & CEO
Excel 401(k) is an advisor-centered, VIP conference experience intentionally designed to help you make valuable connections and create actionable goals to grow your 401(k) practice.
Learn from the industry's most successful advisors and business builders.
Engage other advisors
one-on-one and in round-table discussions.
Be part of a VIP experience intended for hundreds, not thousands of advisors.
Meet the industry experts and leading advisors who will help you make your best even better.
Sheridan Road Financial
Principal / Lead Consultant
Prime Capital Investment Advisors
Lockton Retirement Services
Retirement Benefits Group
Resources Investment Advisors
President & CEO, 401k Consultant
Founder, Managing Director
Blue Prairie Group
Vice President - Retirement Plans
Woodruff Sawyer & Co.
Impact Benefits & Retirement
Wise Rhino Group
Washington Financial Group
Plan Sponsor Consultants
Spectrum Investment Advisors
Strategic Retirement Partners
Successful participant outcomes are the only true measurements of retirement plan (and therefore retirement advisor) success. If plan participants can't achieve an affordable quality of life in retirement, what's the point?
Top Advisors by Participant Outcomes (TAPO) is the recognition and celebration of just that—successful participant outcomes—and the advisors who make them possible.
Excel 401(k) will join with 401(k) Specialist to recognize and celebrate advisors who demonstrate particular expertise in the area of successful retirement plan participant outcomes. More information, as well as submission guidelines in order to potentially be recognized, are available at 401kspecialist.com.
Trey Dowdy has been with Rekon since its inception in 2009 and has over 23 years' experience in financial services. As the EVP – Sales & Operations, he strives to execute the firm's goals and objectives to realize our founder's vision for the organization.
Trey is passionate about Rekon's mission to connect advisors with providers to help them build their businesses together. Better equipped advisors become more efficient and effective for their clients. In addition, he enjoys developing team members in the organization to set and achieve goals.
Trey graduated from Florida State University with his BS in Finance and from University of North Carolina Wilmington with his Master of Business Administration (MBA). He is committed to continuing education and professional development. He has his Lean Six Sigma Yellow Belt certification and is currently working on the Project Management Professional (PMP) designation.
In his spare time, Trey enjoys learning Krav Maga with his wife Katie and daughter Kaitlin, playing tennis and soccer, cooking, reading, and expanding his vinyl collection.