It’s abundantly clear the 2014 NAPA 401(k) Summit, to be held in New Orleans, March 23-25, 2014, will be the conference to attend in the retirement plan industry next year. Attendance is the doorway to accessing a vast audience of industry players, big and small alike.
This year, NAPA is launching a pre-conference event, “Due Diligence Now!,” as a value-added offering exclusively for firm partners. Participation is limited to a small set of broker dealers and their advisors, along with a “who’s who” list of DCIOs and record keeping firms.
The 2014 NAPA 401(k) Summit and Due Diligence Now! provide numerous opportunities for education and networking for all wrap-around participants. Also, broker dealers have the opportunity to be the first to welcome their advisors to the industry’s best event, offering their own unique wrap-around meetings March 23-24. The meeting space, event management, marketing assistance and food and beverage are complimentary. Even better, associated advisors pay the Summit’s lowest-tier registration fee.
We are pleased to welcome Commonwealth Financial Network, LPL Financial, Morgan Stanley Wealth Management and Wells Fargo Advisors as our inaugural group of broker dealer firms to join the Due Diligence Now! program. In the coming weeks and months, we will begin conversations with event sponsors, including the industry’s leading record keepers, DCIO firms and other NAPA Firm Partners.
Interested in learning about how you can participate? Sheri Fitts of ShoeFitts Marketing is managing this effort. Please contact her at [email protected] or 503.319.0543.
