Peer-to-peer gatherings are some of the most valuable time advisors can spend pursuing professional and practice development, which is critically important to serving their clients and growing their businesses.
In July, top advisors will have the unique opportunity to join their colleagues for highly interactive conversations. These discussions will not only engage them in practice management and offer business leader-oriented discussions but also provide a platform to share experiences and gain new insights and ideas on how to overcome current challenges.
The National Association of Plan Advisors (NAPA) will hold the 2024 NAPA Advisor Practice Excellence (APEX) Roundtable on Monday, July 29, just before the NAPA D.C. Fly-In Forum, July 30-31, 2024, at the Hyatt Regency Capitol Hill in Washington, D.C.
“APEX is the premier roundtable for retirement plan practice leaders to share best practices, learn from peers in a safe, high-candor environment, and strategize together on how to best lead our respective teams to improve retirement success for all working Americans,” Christopher Cervantes, Founder and Managing Partner with Valorous Advisors and Chair of the 2024 APEX Roundtable, said.
The APEX Roundtable’s mission is to create value for an elite group of advisors through collaboration in a relaxed setting ideal for networking and idea sharing.
The event promises to be engaging, interactive, and highly informative. There will be plenty of opportunities to connect with like-minded advisors and professionals and gain valuable insights they can implement in their practices.
Sponsors are invited to build relationships with attendees by actively listening to their perspectives, concerns, and interests.
Qualifications
This event is exclusively for invited advisors who are practice leaders responsible for at least $200 million in plan assets and 20 plans or 10+ years as a practice leader with strategic oversight for a team/group.
If you qualify and are interested in attending this year’s APEX Roundtable, please submit your information here.
