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Friday September 20, 2019, 9:00 am – 2:00 pm

Progressive Field, Cleveland, OH

Register and Pay below:

clevlandconf
retireh

The Retireholi(k)s to appear at That 401(k) National Conference

When I was working at the semi-prestigious law firm, I was castigated by the managing attorney (Sorry, Lois, which is a ...

free

The cost of holding free events

One thing I did with That 401(k) Conference is to have a price for admission. Sure, there have been advisors who scoffed...

shelfspace

You and shelf space payments

Shelf space payments where mutual funds pay a platform a fee for space on their 401(k) shelf of investments is the newes...

headache

The Bonus Headache

Bonuses are nice, I wouldn’t know because in the 11 years I was an employee, I got $300 for the holidays after I start...

spendonconf

Watch about how much you spend on conferences

I was speaking to one the best 401(k) marketing gurus out there and when talking about my idea for a national conference...