It wouldn’t be the nation’s retirement plan advisor convention without a great agenda, after all!
More than that, this year’s “advisor experience” is co-themed as a country music festival – complete with a “set list” of an agenda that will give you something to talk about long after the music ends.
As always, the topics are those suggested – and voted on – by advisors. We’ve got workshops focused on:
- Tempo (investments)
- Melody (marketing)
- Cadence (plan design)
- Harmony (practice management)
- Rhythm (regulatory & compliance)
As well as our popular Plan Sponsor Confidential panel, and special “peer-to-peer” networking sessions for both advisors (only) and home office personnel.
For those looking to pick up your Certified Plan Fiduciary Advisor (CPFA) designation – you can do so for FREE, and even get some pre-exam review “cramming” help at the special bootcamp (details are here).
So, come on – check out the “set list” for the nation’s retirement plan advisor convention. It’s an advisor experience you won’t want to miss.
The agenda topic list is online at http://napasummit.org/lineup/.
You can register today (at an extended early bird rate) at http://napasummit.org.
The NAPA 401(k) Summit
April 15-17, 2018
Nashville, Tennessee