OCTOBER 24-26, 2021
NASHVILLE

3 DAYS
4 WORKSHOPS
60 SESSIONS

MEET YOUR AGENDA COMMITTEE

Brad Arends


Committee Chair

Founder/CEO

intellicents

John Clark


Advisor and Vice President of
Retirement Plan Services

Heffernan Financial Services

Jamie Greenleaf


General Partner/Principal

Cafaro Greenleaf

Erin Hall


Managing Director

Strategic Retirement Partners

Sam Mitchell


President and CEO

Sentinel Benefits & Financial Group

Jania Stout


Co-Founder

Fiduciary Plan Advisors

WHO YOU'LL MEET AT
WEALTH@WOR(K)

AGENDA

FI360 AIF® Designation Workshop & Exam (Private/Invite Only)
  • 8:00-5:00pm
  • Summit A

FI360 AIF® Designation Workshop & Exam (Private/Invite Only)

Super CE Session: Retirement Plans for Small Businesses
  • 1:00-4:00pm
  • Summit B

Super CE Session: Retirement Plans for Small Businesses

Grab that CE! Advisors attending Wealth@wor(k) can earn 10 hours of CFP credit and 12-20 hours of state insurance credit. An exam will be administered during the session. All advisors who register for Excel 401(k) will receive an email with more information about registering for this special session. Thank you John Hancock Retirement Plan Services!

WE Inspire | Promote | Network (WIPN) Cocktail Party
  • 7:00-9:00pm
  • Lou/Na Rooftop Bar (In the hotel)

WE Inspire | Promote | Network (WIPN) Cocktail Party

All women attendees welcome! Join us to celebrate WIPN's rebranding, and enjoy time networking with other women attendees while you sip on a cocktail and enjoy some post-dinner treats!

Breakfast
  • 7:00-8:30am
  • Grand Hall (Exhibit Hall) & Outside Summit A/B

Breakfast

Rise and shine! Breakfast is served in two places: the Grand Hall (Exhibit Hall), or, in front of the Breakfast Session rooms (Summit A and Summit B). Have breakfast in the hall and network with your fellow attendees and sponsors, or, attend one of this morning's Breakfast Sessions to learn while you nosh!

WE Insipre | Promote | Network Presents 2020 Research
  • 8:00-8:30am
  • Summit A

WE Insipre | Promote | Network Presents 2020 Research

Managing the Difficult Committee Member
  • 8:00-8:30am
  • Summit B

Managing the Difficult Committee Member

Welcome to Wealth@wor(k)!
  • 8:40-9:05am
  • Summit Ballroom

Welcome to Wealth@wor(k)!

In-Plan Retirement Income: Trends, Opportunities and the Impact of the SECURE Act
  • 9:05-9:55am
  • Summit Ballroom

In-Plan Retirement Income: Trends, Opportunities and the Impact of the SECURE Act

Dust Off Your Marketing Plan
  • 10:05-10:35am
  • North Coast B

Dust Off Your Marketing Plan

PEP or Group Trust?
  • 10:05-10:35am
  • Summit A

PEP or Group Trust?

New Strategies in Target Date Funds
  • 10:05-10:35am
  • Summit B

New Strategies in Target Date Funds

Grow Your Practice: Opportunities in the Tax-Exempt Marketplace
  • 10:05-10:35am
  • Summit C

Grow Your Practice: Opportunities in the Tax-Exempt Marketplace

Coffee Break
  • 10:40-11:10
  • Grand Hall (Exhibit Hall)

Coffee Break

Next-Gen 401(k) Advisor: Convergence of Retirement, Health and Wealth
  • 11:15-12:05
  • North Coast B

Next-Gen 401(k) Advisor: Convergence of Retirement, Health and Wealth

Insights into M&A: To Sell or Not to Sell
  • 11:15-12:05pm
  • Summit A

Insights into M&A: To Sell or Not to Sell

The Evolution of Fiduciary Duties Beyond Retirement Plans
  • 11:15-12:05pm
  • Summit B

The Evolution of Fiduciary Duties Beyond Retirement Plans

How to Grow Revenue in a Challenging Environment
  • 11:15-12:05pm
  • Summit C

How to Grow Revenue in a Challenging Environment

Lunch
  • 12:05-1:05
  • Grand Hall (Exhibit Hall)

Lunch

Lunch & Learn: How Should I Pay My Salespeople?
  • 12:05-1:05pm
  • Grand Hall (Exhibit Hall) - Table 1

Lunch & Learn: How Should I Pay My Salespeople?

Lunch & Learn: The Virtual Advisor: The Service Model of the Future?
  • 12:05-1:05pm
  • Grand Hall (Exhibit Hall) - Table 2

Lunch & Learn: The Virtual Advisor: The Service Model of the Future?

Lunch & Learn: Advisor Managed Accounts: How Does the Advisor Make Money?
  • 12:05-1:05pm
  • Grand Hall (Exhibit Hall) - Table 3

Lunch & Learn: Advisor Managed Accounts: How Does the Advisor Make Money?

Lunch & Learn: Cryptocurrency in Retirement Plans?
  • 12:05-1:05pm
  • Grand Hall (Exhibit Hall) - Table 4

Lunch & Learn: Cryptocurrency in Retirement Plans?

Business Building: Cross selling, Referrals, and Working with Centers of Influence
  • 1:15-1:45pm
  • North Coast B

Business Building: Cross selling, Referrals, and Working with Centers of Influence

Do I Have to Do Wealth Management to Survive?
  • 1:15-1:45pm
  • Summit A

Do I Have to Do Wealth Management to Survive?

How Wealth Management and Financial Planning Are Different and Why It Matters
  • 1:15-1:45pm
  • Summit B

How Wealth Management and Financial Planning Are Different and Why It Matters

Leveraging Partner Channels for Exponential Growth
  • 1:15-1:45pm
  • Summit C

Leveraging Partner Channels for Exponential Growth

Could a Health Insurance Solution Strengthen Your Practice?
  • 1:50-2:20pm
  • North Coast B

Could a Health Insurance Solution Strengthen Your Practice?

How to Make Money Serving the 99 Percent
  • 1:50-2:20pm
  • Summit A

How to Make Money Serving the 99 Percent

From Boomers to Gen Z: Navigating Relationships with Money
  • 1:50-2:20pm
  • Summit B

From Boomers to Gen Z: Navigating Relationships with Money

Has the Private Equity Onslaught Changed Our Service Model?
  • 1:50-2:20pm
  • Summit C

Has the Private Equity Onslaught Changed Our Service Model?

Refreshments in the Exhibit Hall
  • 2:30-3:00pm
  • Grand Hall (Exhibit Hall)

Refreshments in the Exhibit Hall

Monetizing the 401(k) Participant: Who "Owns" the Participant?
  • 3:10-3:40pm
  • North Coast B

Monetizing the 401(k) Participant: Who "Owns" the Participant?

I'm Inefficient As Heck and I Can't Take It Anymore!
  • 3:10-3:40pm
  • Summit A

I'm Inefficient As Heck and I Can't Take It Anymore!

How to Build Your Personal Brand
  • 3:10-3:40pm
  • Summit B

How to Build Your Personal Brand

Retirement Income Strategies
  • 3:10-3:40pm
  • Summit C

Retirement Income Strategies

The Trend Toward 'Give Me More'
  • 3:45-4:15pm
  • North Coast B

The Trend Toward 'Give Me More'

The Retirement Industry in 2030: What Does the Future Hold?
  • 3:45-4:15pm
  • Summit A

The Retirement Industry in 2030: What Does the Future Hold?

How the Pandemic Will Change the Future of Our Industry
  • 3:45-4:15pm
  • Summit B

How the Pandemic Will Change the Future of Our Industry

How will Next Gen Tech Help Meet the Needs of the Participant?
  • 3:45-4:15pm
  • Summit C

How will Next Gen Tech Help Meet the Needs of the Participant?

Party at Tin Roof

Party at Tin Roof

Relax with a cocktail and appetizers and listen to some awesome live music before you head out to dinner! (Tin Roof is all ours so be sure to check out the music on both floors!)

Breakfast
  • 7:30-830am
  • Grand Hall (Exhibit Hall)

Breakfast

Up and at 'em! Start the day out right with a good breakfast, served in the Exhibit Hall and in front of the Breakfast Session breakout rooms (Summit A and B).

Life Does Not End at 65: The New Retirement
  • 8:00-830am
  • Summit A

Life Does Not End at 65: The New Retirement

Does ESG Investing Have a Place in Retirement Plans?
  • 8:00-830am
  • Summit B

Does ESG Investing Have a Place in Retirement Plans?

Day 2 Kickoff
  • 8:40-8:50am
  • Summit Hall

Day 2 Kickoff

Triumph in a Tough Year! The 2021 Top Advisor By Participant Outcomes (TAPO)
  • 8:50-9:10am
  • Summit Hall

Triumph in a Tough Year! The 2021 Top Advisor By Participant Outcomes (TAPO)

Delivering superior results in a global pandemic was not a challenge most 401(k) advisors would expect to face, but deliver they did, and then some. We highlighted what they best-of-the-best did to stay focused, stay safe, and—most importantly—assist plan sponsors and participants when they needed it most. It’s finally time to celebrate their success and name this year’s overall Top Advisor By Participant Outcomes (TAPO)! Who will it be? Our TAPO finalists take the stage with 401(k) editor John Sullivan for the exciting announcement.

Misbehaving in Retirement Plans - It’s Time to Retire That Thinking
  • 9:10-10:30am
  • Summit Hall

Misbehaving in Retirement Plans - It’s Time to Retire That Thinking

Delivering superior results in a global pandemic was not a challenge most 401(k) advisors would expect to face, but deliver they did, and then some. We highlighted what they best-of-the-best did to stay focused, stay safe, and—most importantly—assist plan sponsors and participants when they needed it most. It’s finally time to celebrate their success and name this year’s overall Top Advisor By Participant Outcomes (TAPO)! Who will it be? Our TAPO finalists take the stage with 401(k) editor John Sullivan for the exciting announcement.

Solutions for the Student Loan Epidemic
  • 10:05-10:35
  • North Coast B

Solutions for the Student Loan Epidemic

It's a Tik Tok World. Are You Ready to Communicate?
  • 10:05-10:35
  • Summit A

It's a Tik Tok World. Are You Ready to Communicate?

Navigating the Consequences of Zero Interest Rate and Easy Money Policies
  • 10:05-10:35
  • Summit B

Navigating the Consequences of Zero Interest Rate and Easy Money Policies

CITs – Take a Closer Look
  • 10:05-10:35
  • Summit C

CITs – Take a Closer Look

Coffee Break
  • 10:40-11:10am
  • Grand Hall (Exhibit Hall)

Coffee Break

Finding Clarity In the Pooled Plan Space
  • 11:15-11:45am
  • North Coast B

Finding Clarity In the Pooled Plan Space

If Retirement Spending is the Question, is “4%” the Solution?
  • 11:15-11:45am
  • Summit A

If Retirement Spending is the Question, is “4%” the Solution?

Building Your Pipeline Through Email Marketing
  • 11:15-11:45am
  • Summit B

Building Your Pipeline Through Email Marketing

How To Get Started in the Wealth Management Business
  • 11:15-11:45am
  • Summit C

How To Get Started in the Wealth Management Business

Winning Business with Retirement Plan Sponsors
  • 11:50-12:20pm
  • North Coast B

Winning Business with Retirement Plan Sponsors

Diversity, Equity & Inclusion
  • 11:50-12:20pm
  • Summit A

Diversity, Equity & Inclusion

What's Your Social Media Strategy?
  • 11:50-12:20pm
  • Summit B

What's Your Social Media Strategy?

Relationship Pricing, Rollovers and More-What's Allowed?
  • 11:50-12:20pm
  • Summit C

Relationship Pricing, Rollovers and More-What's Allowed?

Lunch
  • 12:20-1:20pm
  • Grand Hall (Exhibit Hall)

Lunch

Is One Better Than the Other? CITs vs. Mutual Funds
  • 12:20-1:20pm
  • Grand Hall (Exhibit Hall) - Table 1

Is One Better Than the Other? CITs vs. Mutual Funds

Competing with the Mega 3(38)s
  • 12:20-1:20pm
  • Grand Hall (Exhibit Hall) - Table 2

Competing with the Mega 3(38)s

Practice Management Fin Tech to Help You Run Your Business
  • 12:20-1:20pm
  • Grand Hall (Exhibit Hall) - Table 3

Practice Management Fin Tech to Help You Run Your Business

The Role of HSAs in Retirement Planning
  • 12:20-1:20pm
  • Grand Hall (Exhibit Hall) - Table 4

The Role of HSAs in Retirement Planning

Congratulations, You're a Finalist. What's the Winning Formula?
  • 1:30-2:00pm
  • North Coast B

Congratulations, You're a Finalist. What's the Winning Formula?

Can a Small Firm Compete With the Aggregators?
  • 1:30-2:00pm
  • Summit A

Can a Small Firm Compete With the Aggregators?

Session Content TBD
  • 1:30-2:00pm
  • Summit B

Session Content TBD

The Road To Sub-Optimal Retirement Outcomes
  • 1:30-2:00pm
  • Summit C

The Road To Sub-Optimal Retirement Outcomes

Managed Accounts vs. Target Dates: What's Your Default?
  • 2:05-2:35pm
  • North Coast B

Managed Accounts vs. Target Dates: What's Your Default?

What is Your Firm Worth? Hear From the Aggregators
  • 2:05-2:35pm
  • Summit A

What is Your Firm Worth? Hear From the Aggregators

Is Financial Planning REALLY the Next Big Thing? Who Will Pay For It?
  • 2:05-2:35pm
  • Summit B

Is Financial Planning REALLY the Next Big Thing? Who Will Pay For It?

Like It Or Not, Cyber Security Threats Are Only Going to Get Worse
  • 2:05-2:35pm
  • Summit C

Like It Or Not, Cyber Security Threats Are Only Going to Get Worse

Refreshment Break
  • 2:40-3:10pm
  • Grand Hall (Exhibit Hall)

Refreshment Break

2X Sucess Workshop
  • 3:15pm-430pm
  • Summit A

2X Sucess Workshop

2X Sucess Workshop
  • 3:15pm-430pm
  • Summit B

2X Sucess Workshop

Party at ACME

Party at ACME

JOIN US!

Early Bird
$199

Save $200 through July 24, 2021

LATEST NEWS

  • March 8, 2021

2021 Wealth@wor(k) Steering Committee Members Named

Brad Arends, Co-Founder and CEO of intellicents, named his fellow Steering Committee members today. Joining Brad to create the agenda and speaker lineup for 2021 Wealth@work are the following: John Clark, Advisor and Vice President of Retirement Plan Services at Heffernan Financial Services John has been working in the corporate and non-profit retirement industry for over fifteen years. John was…

  • October 28, 2020

Arends to head up 2021 Wealth@wor(k) Steering Committee

Brad Arends is an industry veteran who has been laser-focused on building out his 40 plus-year old firm, rebranded as intellicents in 2017, to respond to the industry convergence of retirement, wealth, and health. The mission of intellicents is to “overserve the underserved”: the 99% of Americans in the workplace not utilizing the assistance of a personal wealth advisor. Through…

  • October 1, 2020

Excel 401(k) is now Wealth@wor(k)!

After six years of explosive growth, the annual Excel 401(k) conference has been renamed for 2021 to better reflect the content of the sessions and the direction of the industry. Advisors working in the employer-sponsored plan space are no longer solely focusing on getting participants “to” retirement inside a 401(k) plan. They are helping participants manage student loan debt and…

EXCLUSIVE MEDIA PARTNER!

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Discounted Group Rate: $295
Available 10/20 - 10/29

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