With a new year brings a new roster of events, each dedicated to educating financial advisors on top trends for 2023 while working to enhance retirement security for millions of individuals.
As Americans fear a possible recession and a rise of interest rates, its likely these topics will dominate the retirement and financial advisory space for a portion—or all—of 2023. Additionally, the passage of SECURE 2.0 into law and its long-term impacts, along with navigating the extensive law, will fuel topics on retirement legislation for 2023 and years to come.
Below we highlight a few of our spotlight events for 2023—where we anticipate these conversations dominating the retirement space.
Napa 401(k) Summit
When and where: April 1 – 5, 2023, San Diego, California
Website: Napa 401(k) Summit
The Napa 401(k) Summit hosts over 3,000 attendees each year and is designed to provide actionable, unbiased content to over 1,000 financial advisors who attend the conference. The summit hosts sessions dedicated to the latest developments on Capitol Hill, diversity, equity, and inclusion (DEI) strategies in the retirement industry and understanding the 403(b)-plan marketplace.
Attendees can also join the ESG(k) or CPFA bootcamp sessions, where advisors can earn a certificate and/or their CPFA designation.
At night, Napa hosts its Summit After Dark events, which will include a county fair on night one and a rave-like party at NOVA SD for night two.
Broadridge Fi360 Solutions Annual Conference
When and where: May 21 – 23, 2023, Scottsdale, Arizona
Website: Broadridge Fi360 Solutions Annual Conference
Along with the conference event, Broadridge Fi360 offers a training program for attendees wanting to earn their accredited investment fiduciary designation. Advisors who attend the training are expected to arrive a day prior to the conference, where initial instruction will take place on May 20 and then the exam the following day.
Conference attendees will also be able to earn Fi360 continuing education (CE) credit for renewal, as well as 10 hours for CFP Board, IWI, NASBA, and ABA.
Wealth@Wor(k)
When and where:October 15 – 17, 2023, National Harbor, Maryland
Website: Wealth@Wor(k)
The annual Wealth@Wor(k) conference is moving to Maryland this year, and will host sessions covering sales, marketing, practice management, investments, and legal and compliance issues, with a special focus on diving deep into issues related to the convergence of retirement, wealth, and health.
LIMRA Annual Conference
When and Where: October 22 – 24, 2023, National Harbor, Maryland
Website: LIMRA Annual Conference
The LIMRA Annual Conference is one of the largest gatherings of executives representing diverse sectors of the financial services industry, including life, retirement, and workplace benefits.
LIMRA has boasted an array of speakers through the years. In 2022, event speakers included Ellen G. Cooper, president and chief executive officer, Lincoln Financial Group, Gilles Dellaert, global head of Blackstone Insurance Solutions, and former First Lady Michelle Obama.
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.
