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We can help you Double your  practice

Upcoming Events

October 24-26, 2021
Nashville, TN

After six years of explosive growth, the annual Excel 401(k) conference has been renamed for 2021 to better reflect the content of the sessions and the direction of the industry. Advisors working in the employer-sponsored plan space are no longer solely focusing on getting participants “to” retirement inside a 401(k) plan. They are helping participants manage student loan debt and build emergency savings, assisting with budgeting for expenses associated with life events and healthcare, and are building out their practices to accommodate management of participant assets through retirement. Introducing Wealth@wor(k): dedicated to financial advisors who help employees achieve financial freedom.

March 13–14, 2022
San Diego, CA

You want to be the go-to expert for retirees but aren’t sure how to differentiate yourself from every other advisor who claims to specialize in retirement planning. The Retirement and Longevity Summit (RLS) is for advisors who recognize asset management and financial planning are important, but know it’s not enough. Your clients want a comfortable retirement and longevity. What good is financial security without quality of life? Learn how elite advisors and their firms are building successful, holistic practices by helping people live long and live well.

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Discussion

Our Industry is Changing Every Day!

 

What’s Keeping You Up at Night?

 

Previous Events

September 14 - November 23, 2020
Las Vegas, NV

Thank you to all who joined our first-ever digital series! While the value of in-person, face to face interactions can never be entirely replaced virtually, we were pleased to provide timely content and expert speakers to advisors all over the country in a convenient, on-demand format.

2,500+attendees joined 70 livestreamed sessions

90% of sessions were rated 4.8/5 or higher by attendees

July 28-29, 2019
Denver, CO

Thanks to all who attended OUTCOMES 2019, a first-in-the-industry event focused entirely on the implementation of holistic financial wellness in 401(k) Plans.

97% of attendees answered “YES” when asked:

“Did you receive actionable ideas to help you implement holistic financial wellness into your own practice?"

89% of session speakers were rated 5/5 by attendees

October 27-29, 2019
Dallas, TX

Thank you to all who attended 2019 Excel 401(k). You called it the best year yet. We can't wait to show you what we've got in store for you in 2020! See you in Las Vegas!

4.7/5 average session content rating

76% year over year repeat attendees

Testimonials

“I was thoroughly impressed with this event. Great content and great networking.”

“The content that was presented throughout the conference was very relevant.  The quality of vendors and advisors in attendance was top notch.”

“Quality content and presenters. Schedule was excellent. Thanks for the sufficient break time and opportunities to connect with vendors and peers.”

“It was a great conference in a great location.”

“Such a great group of speakers with tremendous knowledge and experience in our industry. Timely and meaningful topics and panel discussions!”
“Great content at this event-very relevant and forward-looking.”
“There are so many events out there and this was one of the better ones. Thank you for all the time, energy and effort from the committee!”

“I really appreciated that there was thought put into helping attendees with the practical implementation of ideas once we went home. Sometimes going to these events is like drinking from a fire hose and it can be overwhelming. It was nice to close up the conference with next steps and a plan, and made the conference something that had real value to me.”

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