That 401(k) Conference to hit Chicago this September

Thanks to the immediate outpouring of support from plan provider sponsors for the inaugural That 401(k) Conference, I am proud to announce that the next one will emanate from the friendly confines of Wrigley Field this September.


We have already received pledges of sponsorship for this Chicago event already and will certainly need more support. A stadium tour is likely and there is likely a group ticket event the night before or day after, details are being ironed out.


We have also received lots of interest in hosting events in Tampa Bay, Boston, Philadelphia, and Los Angeles. If you’re interested in having this memorable 401(k) advisory event in your neck of the woods, let me know.

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