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Check Out the NAPA 401(k) Summit Expanded Agenda

Conferences & Events

When we say the agenda for the NAPA 401(k) Summit is built by advisors for advisors – we mean it. And this year’s agenda – like the attendance – is one for the record books.

This year’s agenda is chock full of workshops on practice management, business development, plan design innovations, the future of fintech, insights on benchmarking and financial wellness, the latest litigation landmines – from actual litigators like Wagner Law Group’s Tom Clark and Goodwin Procter’s Jamie Fleckner.

We’ve also got speakers like:

  • Shlomo Benartzi, focused on “the Digital Fiduciary: Overseeing Retirement Plans in the Digital Age”
  • Bob Doll, Senior Portfolio Manager & Chief Equity Strategist, Nuveen Asset Management with a “2019 Economic & Investment Outlook”
  • Anne Lester, Global Head of Retirement Solutions, JP Morgan Asset Management detailing “a Decade of Real-World Participant Saving and Withdrawal Patterns” 
  • Spencer X. Smith, Social Media Guru and Founder, AmpliPhi, explaining “How Those Creepy Facebook Ads Work and How You Can Use Them to Grow Your Retirement Plans Practice"
  • Fred Reish, noted ERISA fiduciary expert and Partner, Drinker Biddle & Reath LLP revealing “Rollover Roles, Rules & Recommendations”

And that’s just the beginning – check out the expanded agenda – and register today at https://napasummit.org/agenda2019/.

Don’t miss the Advisor Experience – at the Nation’s Retirement Plan Advisor Convention. If you miss it, you’ll be missing out!

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