That 401(k) National Virtual Conference 2027 is open for registration.

Day one registration (Thursday, February 4th) can be found here.

Day two registration (Friday, February 5th) can be found here.

Sponsorships can start as low as $500 and free if you sponsor a live event. Contact me for more info.

Las Vegas for 2027 just booked. Save the date.

For the first time in 5 years, we will be back in Las Vegas for a live plan advisor event.

Sponsorships start as low as $500 and you can present at the National Virtual Conference for free by sponsoring Las Vegas. Sponsorship Info can be found here. Contact me for more info.

Sign up page coming soon.

MSG, Go New York, Go, for 2027 just booked. Save the date.

With a likely 2027 MLB lockout, we have paused on events at MLB ballparks. So that means alternative venues, and what is better than the World's Most Famous Arena and the Home of the NBA Champion New York Knicks (it happened, it happened)?

Sponsorships start as low as $500 and you can present at the National Virtual Conference for free by sponsoring Las Vegas. Sponsorship Info can be found here. Contact me for more info.

Sign up page coming soon.

MSG, Go New York, Go, for 2027 just booked. Save the date.

With a likely 2027 MLB lockout, we have paused on events at MLB ballparks. So that means alternative venues, and what is better than the World's Most Famous Arena and the Home of the NBA Champion New York Knicks (it happened, it happened)?

Sponsorships start as low as $500 and you can present at the National Virtual Conference for free by sponsoring Las Vegas. Sponsorship Info can be found here. Contact me for more info.

Sign up page coming soon.

Full Circle available on Amazon.com. That 401(k) Plan Provider Handbook is too.

My third book, Full Circle, a book of life and business memories that created my philosophy about life and business has been released on Kindle and paperback. Buy it here.

The 4th book, That 401(k) Plan Provider Handbook has been released and can be found here.