Next Virtual Bunch is Next Thursday.
Special Guest: Bill Schories, National Sales Director - DCIO, Invesco.

What is a virtual bunch? It's a free meeting on Zoom that is less formal than a virtual conference with no presentation and more of a discussion with what is going on with the retirement plan business. 

It's like a talk show with lots of digressions and input from the audience, 

On Thursday, October 8th, our guest is Bill Schories, National Sales Director- DCIO, Invesco. To register for that event, please click here.

On Thursday, October 22 at 4pm EST, our guest will be Theresa Conti, President of Sunwest Pensions. To register for that event, click here.
That 401(k) Virtual Conference 7 is October 23rd.
Registration is open and it's free.

As the ban on travel for most of us has been extended, our live events continue to be on hold. So we will do it live and virtual.

For October, That 401(k) Virtual Conference 7 will be on Friday, October 23rd at Noon EST.

To sign up as an attendee for That 401(k) Virtual Conference 7, please click here.




That 401(k) Virtual Conference for November has been booked. It's Friday, November 20th, the Friday before Thanksgiving. It will be held from Noon to 2pm EST. To sign uf for the event, please click here.

To check videos of previous events, click here.

It's free to sponsor these monthly virtual events if you sponsor and present at That 401(k) National Virtual Conference on January 21-22, 2021 (see below). Sponsorship space is limited. Otherwise, it's $500.

To contact me regarding sponsorship, please click here.
Next Year, the National Goes Total Virtual.
January 21-22, be there.

While the inaugural That 401(k) National Conference this past March at Disney World was a lot of fun, it was the last major 401(k) industry event before the COVID-19 turned our world upside down.

Whether the pandemic will abate by 2021 or not, the fact is that business travel is going to be curtailed by many plan providers for the foreseeable future. Thanks to the success of That 401(k) Virtual Conference, it is a no brainer to host an online-only edition of That 401(k) National Virtual Conference Thursday-Friday, January 21-22, 2021.

This virtual event will have it all: great presentations to help grow your 401(k) business and a couple of celebrity guests. Day One guest is Knicks Hall of Fame and current broadcaster, Walt Frazier. Day Two guest is Mets legend and the very first guest of That 401(k)( Conference, Doc Gooden. 

Attending the event for two days will start with an early bird fee of $20.21. There will be a VIP admission for anyone wanting autographs from our celebrity guests.

To sign up to attend, please click here.

For more information, including sponsoring the event, click here.

As stated before, sponsor in January, speak at a fall virtual event for free.
 
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The Rosenbaum Law Firm P.C.
734 Franklin Avenue, Suite 302
Garden City, New York 11530
516-594-1557
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