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SUMMIT TALK #3

So, after a great day of informative workshops, inspiring speakers, and engaging networking, what do you do for an encore at the NAPA 401(k) SUMMIT?

Why, we gather for NAPA SUMMIT After Dark, of course!

After a Welcome Reception in the exhibit hall (great networking & sponsor connections), we’ll have a group of musicians standing by to accompany you over to…

the Wildhorse Saloon, Nashville’s top spot for a rocking good time!

It’s just a few blocks away from the Music City Convention Center (you can walk over unaccompanied, if you prefer).

Come hungry and thirsty because we’ve got a full evening of great southern cooking and open bars available for you from 7:00-11:00 p.m.

We’ll kick things off at the Wildhorse with none other than Brook Eden, winner of the 2018 NAPA 401(k) SUMMIT Battle of the Bands. Here's Brooke:

Later on, McKenzie’s Mill will keep things moving with a selection of great Southern Rock classics.

And – you won’t want to miss out on some very special events and activities there as well!

We’ve previously shared the first set of workshops at the 2018 NAPA 401(k) SUMMIT. But that’s only the beginning.

After a refreshing break, the second set of workshops at the NAPA 401(k) SUMMIT will start, including:

Profit “Abilities” – Building a Better Bottom Line

The competitive pressures have never been greater – the complexities never more challenging, and the focus on fees is unprecedented. Here are business strategies and practice management solutions that can build a better bottom line.

Phyllis Klein (Provocateur), Senior Director, Consulting Research Group, CAPTRUST
Grant Arends, President, Intellicents
Joe DeNoyior, CPFA, CRPS®, AIF®, C(k)P™, Managing Partner, Washington Financial Group
Manuel Rosado, Vice President/Partner, Spectrum Investment Advisors

Source “Spots” – Is 3(38) Worth It?

An ERISA § 3(38) arrangement represents the highest level of investment liability transfer possible under ERISA for a plan sponsor, but does it make sense for you to take on that responsibility? Here’s what you need to know to make an informed decision for your practice.

Chris Dubie, CRPS (Provocateur), Senior Vice President, Financial Advisor, Corporate Client Group Director, Morgan Stanley Wealth Management
Michael Esselman, Director of Investments, 401k Advisors Intermountain
Rita Fiumara, Senior Vice President, UBS
Anne Sanchez LaWer, Shareholder, Attorney, Littler Employment & Labor Law Solutions Worldwide

“Thorny” Weather – How to Avoid Being Asleep at the Switch

What Your 401(k)/403(b) Clients Will Blame You For (the thorniest issues from which your clients needed extrication).

Colin M. Clark, Retirement Plan Specialist, Washington Financial Group
Jewell Lim Esposito, Esq., ERISA/Tax Strategist, FisherBroyles

Robo “Tics” – Embracing Robo Advice

Think robo advisors are a threat to your practice? Think again. How these platforms can expand your reach and boost your bottom line.

Christina Marschinke, AIF®, PMP (Provocateur), Senior Vice President, Retirement Partners, LPL Financial
Ross Znavor, Managing Director, BlackRock Digital Wealth

Time’s running out – register for the NAPA 401(k) SUMMIT today at http://napasummit.org.

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