2023 Regional Events

 

Jan. 17 – 19: NFP Retirement Forum | Dallas, TX

NWPS will be attending the NFP Retirement Forum in January as a Sapphire sponsor with NFP. This event is a gathering where all NFP team members can learn from each other and have meaningful interactions with strategic partners. The Retirement Forum serves as the genesis of all NFP Retirement best practices. More than 150 sales representatives, plan advisors and investment committee members from around the country and across all NFP regions gather to share their ideas and build a strategy for the upcoming year.

​

Jan. 17 – 19: Raymond James RIAC Conference | Sarasota, FL

NWPS is one of 20 recordkeeping partners invited to sponsor and attend the premier Raymond James Retirement Advisory event. This conference showcases industry trends, regulatory changes and retirement plan solutions for advisors who make the retirement plan space their primary focus.

​

May 2023: Southwest Benefits Association Conference | TBD

Each year in May, SWBA holds a three-day educational meeting giving members the opportunity to meet and learn from nationally-prominent benefits professionals about emerging health and retirement benefits issues, challenges and opportunities in the benefits field and the current legislative and regulatory climate.

​

May 2023: Schwab National Retirement Summit | San Diego, CA

This is Charles Schwab Trust Bank’s Retirement Business Services’ premier client event for recordkeepers and advisors that is focused on industry perspectives and practice management topics.

​

2023 National Events

​

April 2 – 4: NAPA 401k Summit | San Diego, CA

The NAPA 401(k) Summit is the nation’s largest and most prestigious conference for retirement plan advisors and the only industry convention that delivers actionable, unbiased content designed by advisors, for advisors. Whether you need high-level insight into what’s happening on Capitol Hill or practical knowledge that helps you manage and grow your business, the 401(k) Summit has something for you.

​

May 21 – 23: Broadridge fi360 Solutions Conference | San Diego, CA

This is one of the premier annual events for the retirement industry. The Broadridge Fi360 Solutions Annual Conference is designed to deliver practical, fiduciary-based content to advance designee practices through insightful learning sessions, innovative workshops and thought-provoking discussions. Attendees include financial advisors, recordkeepers, industry centers of influence and sponsors.