OCTOBER 24-26, 2021
NASHVILLE

3 DAYS
4 WORKSHOPS
60 SESSIONS

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

MEET YOUR AGENDA COMMITTEE

AGENDA

Test Event 1
  • 08:00 - 10:00
  • Rebecca Mendoza
  • Auditorium A

Test Event 1

Description

Early Bird
$199

Save $200 through July 24, 2021

LATEST NEWS

  • 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…

TRAVEL

GRAND HYATT
NASHVILLE

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

Link to book hotel coming soon!

EVENING EVENTS

MONDAY NIGHT

TUESDAY NIGHT