Introducing the inaugural That 401(k) Conference

There are a lot of industry-wide 401(k) conferences that are great in the ideas of getting people together, but not so great in helping 401(k) advisors out and by nearly bankrupting those who want to sponsor the event and speak.

That is why this June, That 401(k) Conference will launch with its inaugural regional conference at CitiField in Flushing, New York.

What will make this conference different from all other conferences? The attendees will be 401(k) advisors with books of business, culled from data and from my database of financial advisors.

It will be unique because it won’t be just 401(k) plans. We’re going to be at CitiField, so there will be a stadium tour and a planned appearance by a former Met great.

For attendees, $100 will get them 4 hours of information to help their practices, breakfast, lunch, a stadium tour, and a meet and greet with one of my favorite former Mets.

For plan provider sponsors, sponsorships start as low as $500 and up.

Tentatively scheduled for Thursday, June 7th at 9 am, this will hopefully be the first of many regional conferences with the goal of a National Conference that won’t bankrupt attendees and sponsors.

Further information and signup will be on soon.

If interested in sponsoring the inaugural event or being part of the next regional event (Boston, Philly, Chicago, Miami, LA, and SF come to mind), please contact me at

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