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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…
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…
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…