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Focused on the Future at the NAPA 2020 401(k) Cyber Summit

The NAPA 401(k) Summit has gone digital – we know you’re looking forward to that experience. This week, we’re going to give you a(nother) chance to weigh in.

We’ve all had to learn how to do things differently, and different things over the past several months – and while the 2020 “Cyber” Summit will be different – but it’s also going to be exactly what you’ve come to expect in terms of information, insights, and yes – interaction.

Remember that we're spreading the Cyber Summit over three days – starting each day at noon ET and running till (approximately) 5 pm ET (with breaks).

Each day of the Cyber Summit has a theme; Day 1 is focused on Building Your Practice, Day 2 is all about Building Your Bottom Line, and Day 3 is Focused on the Future.

Let's take a look at the agenda for Day 3... and give YOU a chance to earn a free registration!

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* 1. OK, which session would/will you attend "live?"

Social “Standing”: What About ESG?

Is it just a fad or are there facts (and financials) to support it? The SEC has honed in on ESG disclosures, the EBSA is sending out probing letters to plan sponsors, and the DOL’s recently proposed rule are all percolating even as many participants, plan sponsors, politicians – and advisors – are taking note of environmental, social and governance (ESG) issues. Come hear about the fast-paced changes around ESG – and get prepared to tackle those tough questions.

“Stop” Gaps: Fending Off the Hackers

A recent FINRA report cautions that “While many firms have made significant improvements in their cybersecurity programs, cybersecurity attacks continue to increase in both number and level of sophistication.” How can you protect your – and your plan sponsor’s – data – and how do your partners’ security protocols stack up against the hackers?

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* 2. What question(s) would you like these panel(s) to address?

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* 3. OK, which of these sessions would/will you attend "live?"

Generation Hexed?: Defusing the Financial Time Bomb of Gen X

Like no modern generational cohort, Gen X is hitting its prime earnings years squeezed between the financial pressures of aging parents and college debt-laden children. Often overlooked in retirement planning, this first 401(k) generation has a unique set of challenges – and your practice can benefit from a unique set of effective strategies to not only engage Gen X, but to help this “forgotten” generation get on track.

“Top” Tips: Rising to the Top in the Race to the Bottom

Amidst continued pressures on fee and service, the most successful advisors have excelled at highlighting those essential, but sometimes intangible elements that help them stand out from the competition. Everyone loses in the “race to the bottom” – learn how to win by putting more value into your value proposition.

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* 4. What question(s) would you like these panel(s) to address?

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* 5. OK, which of these sessions would/will you attend "live?"

Future “Tense?”: The Retirement Plan Practice of the Future

What will your practice look like a decade from now? How might shifts in regulation, legislation, demographics, technology, and the market’s influence not only what you do, but how you do it? Your practice of the future has to be constructed for scale, and it will take a team effort across the industry. Learn how to get in on the evolution now…

“PEP” Talk: Making the Most of Open MEPs

At long last, the SECURE Act has opened the door to “open” multiple employer plans. The question now is – does that present opportunity – or threat – to your practice. Two of the industry’s thought leaders will walk you through what’s new, what’s different, what’s not, and what you should do now.

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* 6. What question(s) would you like these panel(s) to address?

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* 7. Day 3 (September 11) features a special closing appearance by Dominick Quartuccio!

What if the next few years could be the most meaningful, prosperous and fulfilling years of your life? That’s not going to happen by chance – you need to be the author of it. You’ll be energized, inspired and motivated with ideas on how to do just that from author, mentor, and financial services veteran, Dominick Quartuccio!

What question(s) do you have for him?

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* 8. Other questions for these Cyber Summit presentations, questions about these Cyber Summit presentations, questions about the questions about these Cyber Summit presentations, or life in general?

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* 9. What size plans do you PRIMARILY work with?

Under $10 million in assets

$10-$20 million

$20-$50 million

$50-100 million

$100 million - $250 million

$250 million - $500 million

Above $500 million

Other (please specify)

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* 10. All responses are confidential, of course - one of you is going to get a FREE Cyber Summit registration for submitting a question (or two). The more questions, them more chances you have to win! But I'll need your email/name HERE...