Caesars Palace, Las Vegas

October 25 - 27, 2020

Join 400 of your 401(k) financial advisor peers who share the same goal: to create clear next steps to grow. You will leave the event with your personal 2X Success Plan(TM), a written plan of action to implement at least two growth goals. Over 70 sessions created by an all-advisor steering committee make up six tracks:

  • Marketing & Sales

  • Investments & Research

  • Compliance & Legal

  • Practice Management

  • Outcomes

  • Live Better

Evening events provide the opportunity to relax and network in environments carefully crafted to faciliate your conversations.

 

David Stofer

Founder / President

Mariner Retirement Advisors

Kelli Grelles

PHR, SHRM-CP, BFA™, CHSA®

Participant Engagement Consultant

Moneta

Emily White

PPC™, AIF , MBA

Vice President Retirement Partners

LPL Financial LLC

Michael Coelho

C(k)P®, AIF®

Managing Director

SageView Advisory Group

Nicole Hinman

QPA, CPFA, C(k)P

Director, Retirement Plans

Cambridge Investment Research, Inc.

Meet Your agenda Committee

TJ Arcuri

AIF®

Senior Institutional Relationship Manager

Sageview

Vince Morris

President

Resources Investment Advisors

David Reich

National President, Retirement Services

HUB International

Daniel Bryant

President of National Sales, Retirement & Wealth

Sheridan Road Financial, a division of HUB International

 

Travel

Caesars Palace Las Vegas  

All attendees are responsible for booking their own travel.

A limited number of rooms are available at a group rate of $209 (+tax/fees). Reservations made via the link below may be canceled up to 72 hours before check-in without penalty. Please book rooms under the name of the attendee(s) who will be staying in the room.

 

Evening Events

Brooklyn Bowl

Drai's

Omni Rooftop

Sunday, October 25th

Monday, October 26th

Tuesday, October 27th

Partners

 
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(877) 401-5489

support@excel401k.com

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