Agenda Overview

This year our interactive, advisor-driven sessions will focus on helping you leverage technology and building more effective sales teams. We want you to walk away from each session with actionable information and ideas that you can actually use.

Sunday, October 22nd

Sessions: 12:30pm - 4:00pm

Evening Events: 4:00pm - 7:00pm

Monday, October 23rd

Sessions: 8:30am - 4:30pm

Evening Events: 5:00pm - 7:00pm

Tuesday, October 24th

Sessions: 8:45am - 4:00pm


TED Talks & Panels

Accumulate worthwhile ideas through these short, yet powerful talks by your peers in the retirement industry. Through our TED talk sessions and panels of experts, we address content that you find relevant and applicable to your business.

Action Plan Workshops

The success of a conference is determined by what you do after the conference, when you return to your practice. During your 2 1/2 days at Excel 401(k), you'll have plenty of ideas on how to improve your practice. But where do you start??? We can help. New for 2017 are Action Plan Workshops! We close our conference with industry experts and top advisors helping you create a focused, 30-day action plan. Return to your office ready to execute your plan and make 2018 your best year ever!

Super Sessions

Our Super Sessions were some of our highest rates sessions, so we're adding more opportunities to dive deep into important topics. These hyper-focused workshops, led by industry experts, show you what's working now, and how elite advisors are growing and managing their practices.