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We can help you double your practice

We can help you Double your  practice

Upcoming Events

Date TBD
New Orleans, LA

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.

This event has been postponed due to COVID-19. Please return at a later time for updated date information.

October 25-27, 2020
Las Vegas, NV

Join 400 of the industry's most successful 401(k) financial advisors who share your goal: to create clear next steps to grow their practice. You will leave the event with a customized, written plan of action to implement at least two growth goals. Over 70 sessions created by an all-advisor steering committee make up five tracks: Marketing & Sales, Investments & Research, Compliance & Legal, Practice Management, and Outcomes. Evening events provide the opportunity to relax and network in environments carefully crafted to faciliate your conversations.

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Our Industry is Changing Every Day!

 

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Previous Events

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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