About Wealth@wor(k)

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.