Speaking Engagements April 07, 2019 - April 09, 2019

2019 Napa 401(K) Summit

The NAPA 401(k) Summit is the nation’s largest and most prestigious retirement-plan advisor event, and the only industry convention that brings actionable, unbiased content designed for advisors by advisors. The 30 individualized sessions covering everything from practice management and plan optimization to sales & marketing, as well as a full spectrum of technical topics including 401(k), 403(b), 457 and non-qualified plans, IRA rollovers, and much more. Financial Industry partner, Jamie Fleckner, will be a speaker at the NAPA 401(k) Summit.