That 401(k) Conference debuts at Citi Field

The crazy idea of starting another 401(k) Advisor Conference plus adding some unique elements made its debut on June 7th at Citi Field.


That 401(k) Conference debuted with some great presentations by Kravitz, Millenium Trust Company, Alliance Pension Consultants, Oppenheimer Funds, Millennium Investment and Retirement Advisors, Principal, RPG Consultants, Colonial Surety, Unified Trust, and Bright Worxx. The event was also supported by great sponsors such as Associated Pension Consultants, John Hancock, Lincoln Financial, Cohen & Steers, PCS, TMI CPA, P.C., and Paycor.


The highlight of the event was the Citi Field Stadium Tour and a meet and greet with New York Mets Hall of Fame member Dwight Gooden.


Great content, unique site, great bonuses like Dwight and a stadium tour is just one way that That 401(k) Conference can stand out. For $100, I’m sure most advisors thought they got their value.


As with any inaugural event, most things worked and we’ll add somethings that might work better in time for the Chicago event in September.


That 401(k) Conference will next emanate from the friendly confines of Wrigley Field on September 13th. There will also be a game outing, the night before on September 12th. Tickets for the September 12th game and the September 13th conference will be available this week.

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