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It doesn’t go to plan


My grandmother always said that life doesn’t go to plan. She said that years before her death and years before I decided to host a national conference. When you start planning a national conference 10 months in advance, you don’t think it was going to be impacted by a pandemic. Attendance was on the low side, but I was able to hold it before everything shut down. I hope NAPA and other 401(k) industry conferences can take place and I wish you all the best of health.


Life throws you a curveball at times in business and you have to learn how to hit the curve or you will strikeout. You have to roll with the punches. Whether it’s the market or changes in the industry or bigger competition, you have to deal with when your plan doesn’t go through the way you thought it would.

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