That 401(k) Conference to hit Kansas City in May


I am proud to announce That 401(k) Conference will be emanating from the confines of Kauffman Stadium in Kansas City, Missouri on Friday, May 3, 2019, with a game outing on Thursday, May 2, 2019, as the Royals will take on the Tampa Bay Rays. Information on this site will be provided when ready.


Yes, it’s six months in advance, but we had a lot of interest thanks to my friends at Alerus and the quickness of the Royals in getting the contract ready and within my budget for these events.


As always, the conference will have 4 hours of content from some of the best and the brightest plan providers, a Kauffman Stadium tour, lunch, and a meet and greet with a formal Royal great.


We’re planning on two events for February in Florida (including a plan sponsor event), an Atlanta conference in April, as well as possible events in LA and Boston. As always, you know where to reach me for further information.

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