06 Dec 2017

SUMMIT UPDATE

By Nevin Adams
Chief Content Officer

Greetings, all!
Your NAPA 401(k) Summit steering committee has been hard at work refining and polishing the agenda, vetting potential key note speakers, and working on those very special “After Dark” events that have quickly become a signature part of the SUMMIT.
A couple of quick updates:
Though it’s early, registration is running ahead of last year. Not surprising, since we are expecting a big uptick in advisor attendance following last year’s record-breaking Summit. Early registration will close a little earlier this year – so, if you haven’t registered yet, I’d encourage you to do so ASAP.
Several of you have asked about hotels – those of you who attended the last SUMMIT in Nashville will recall that, while there are several accommodations within walking distance of the conference venue, some are closer than others. If you’re looking for the closest/primary, you’ll want the Omni Nashville. And you’ll want to make those reservations NOW.
What’s the plan for NAPA 401(k) SUMMIT After Dark? Well, nobody knows how to throw a party like NAPA. Many of you weren’t able to attend the inaugural version in Las Vegas, but suffice it to say (for now) that it will be spread across five of Nashville’s hottest honky-tonks.
Wondering about CE credit? There will be plenty – including Ethics credit (which should come in very handy for all you new CPFAs out there!)
The agenda? We’ll have more than two dozen workshops running the gamut of everything from the evolution of target-date funds, cyber-security strategies, integrating HSAs into your practice, new ways to connect with the C-Suite, committee design and management, and a series of sessions specifically focused on better business practices.
If you have questions – please email me at nevin.adams@usaretirement.org.

-Nevin