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
Evening events provide the opportunity to relax and network in environments carefully crafted to faciliate your conversations.
Founder / President
Mariner Retirement Advisors
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.
Meet Your agenda Committee
Senior Institutional Relationship Manager
Resources Investment Advisors
National President, Retirement Services
President of National Sales, Retirement & Wealth
Sheridan Road Financial, a division of HUB International
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.
Sunday, October 25th
Monday, October 26th
Tuesday, October 27th