That 401(k) Conference is all about value

That 401(k) Conference is that 401(k) financial advisor conference that came out from my idea about what I like and don’t like from conferences that I have spoken at and attended.


I’ve been to so many events big and small and what I like about is the information that they provide 401(k) financial advisors to help them improve their practice. I think any opportunity for advisors to network with other plan providers is always good.


What I don’t like is that cost is such a factor. While it’s costly to run a convention or a conference, charging thousands to attendees and a lot more to those who wish to present as a speaker or run an exhibit can be a costly headache because no advisor or plan provider can afford to attend every conference out there. I’m also not crazy about conferences where it always seems to me that it’s the same 5 people speaking and some represent some of the providers out there that cause issues for plan sponsors out there.


So when I came up with an idea of a conference, I wanted to offer a memorable experience to those who attend and those who sponsor. That’s why the events will be at a major league or NFL stadium with a stadium tour and a meet and greet with former sports great.


For $100 at CitiField (Thursday, June 7th), an advisor gets breakfast, lunch, a stadium tour, and a meet and greet with Doc Gooden. For the plan provider, they can sponsor the event for as little as $500 and as little as $1500.


We still have spots for advisors in New York and we’re signing up sponsors for the Chicago Wrigley Field event on Thursday, September 13th.


Sign up for New York at



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