What is Wealth@wor(k)?

Wealth@wor(k) is THE industry event for financial advisors who specialize in employer-based retirement plans, helping employees achieve financial freedom through holistic wellness in the workplace.

Join Wealth@wor(k) to experience:

• Pre-event workshops
• Over 50 sessions covering topics ranging from investments, compliance, marketing, sales, and practice management, as well as workshops to help you manage YOUR wellness!
• Evening networking events to wrap up each day.

What is unique about Wealth@wor(k)?

• Wealth@wor(k) is kept purposely small, to foster networking, discussion and sharing of ideas among attendees.
• Following adult learning best practices, each session is 30 minutes long.
• The agenda is created by a Steering Committee made up of diverse voices and perspectives in our industry: advisors, providers and plan sponsors.