2020 digital series
Yes! We are
No mask. No middle seat. No social distancing.
Nearly 70 sessions created by an all-advisor steering committee.
Register once for access to the entire series. Join us for live sessions daily September 14th - November 20th, 2020 at 3:30 pm ET daily or access the on-demand recordings at your convenience.
And best of all…it’s all complimentary.
Sessions will take place daily (Monday - Friday) at 3:30pm ET.
Registration for the series provides access to all sessions but does not register you for any individual sessions. You will receive a weekly email containing instructions to select which sessions you would like to attend for the following week.
You can also view and register for any live or recorded session here. Scroll down the page for recorded sessions as live, upcoming sessions are listed first.
PHR, SHRM-CP, BFA™, CHSA®
Participant Engagement Consultant
PPC™, AIF , MBA
Vice President Retirement Partners
LPL Financial LLC
SageView Advisory Group
QPA, CPFA, C(k)P
Director, Retirement Plans
Cambridge Investment Research, Inc.
Retirement Plan Consultant
thank you agenda Committee
Resources Investment Advisors
MBA, AIF, C(k)P, CPFA
Managing Director, Strategic Retirement Partners
President of National Sales, Retirement & Wealth
Sheridan Road Financial, a division of HUB International
Chief Revenue Officer, Advisor2X
A special thank you
We owe many thanks to David Reich, National President, Hub Retirement & Private Wealth. As an industry leader, a committee member, and a speaker, he was an integral part of Excel 401(k) and we will miss him dearly.
Our thoughts and prayers are with his family, friends, and our entire community who has suffered such a loss.
David Reich, a friend lost too soon.