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™, 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

 

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.

TJ Arcuri

AIF®

Retirement Plan Consultant

Sageview

Meet Your agenda Committee

Vince Morris

President

Resources Investment Advisors

Erin Hall

MBA, AIF, C(k)P, CPFA

David Reich

Managing Director, Strategic Retirement Partners

Daniel Bryant

National President, Retirement Services

HUB International

President of National Sales, Retirement & Wealth

Sheridan Road Financial, a division of HUB International

Chief Revenue Officer, Advisor2X

Real People.

Real Connections.

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

Lisa Allen

 

Agenda

Session Tracks

Marketing & Sales

Investments & Research

Compliance & Legal

Practice Management

Outcomes

Live Better

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1:00 - 4:00

Super CE Session - Small Business Retirement Plans and Ethical Practices

Grab that CE! Earn 10 hours of CFP credit and 12-20 hours of state insurance credit. An exam will be administered during the session. All advisors who register for Excel 401(k) will receive an email with more information about registering for this special session. Sponsored by John Hancock Retirement Plan Services. Open to advisors only.

Women & Investing Workshop Training Program For Advisors

Sue Kelley and Ann Schleck

Women are the primary breadwinners in 38% of American households. Yet the average 401(k) balance of those women is only half that of male breadwinners. Advisors can help bridge the gap with Power of the Purse. It’s a ready-to-go participant workshop for both male and female advisors to deliver to female clients. All new from Inspired Meetings™. Sponsored by John Hancock Investments, MFS, Putnam, Principal Financial, and The Standard. Workshop is open to advisors only.

 

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

Drai's

Monday, October 26th

Omni Rooftop

Tuesday, October 27th

 

Partners