April 17-19, 2018
New Orleans, LA

Go beyond the standard retirement industry update.


Sarah Simoneaux, CPC

Brian Furgala, Esq., CPC

Adam C. Pozek, ERPA, QPA, CPFA

About The Workshop

Sarah, Brian and Adam bring you a uniquely interactive workshop, focused on innovative ways to succeed in today's rapidly changing retirement services workplace. Hear Brian speak on technical and compliance issues, then find out from Sarah and Adam how to put that knowledge into practice with management strategies, proven communication techniques and real world case studies. Enjoy networking with your peers, gain valuable insight to help deal with workplace challenges, and discover ways to create opportunities in our increasingly complex business. You can bet we'll have some fun, too!

The workshop is co-chaired by Adam Pozek of DWC - The 401(k) Experts and Brian Furgala, Esq. of Gray Robinson, along with Sarah Simoneaux of Simoneaux Consulting Services. We're welcoming everyone to the Hotel Monteleone in the French Quarter of New Orleans, LA for this year’s workshop. New Orleans has a great local culture within walking distance of the hotel.

The workshop is one full day and one half day, in order to limit your time out of the office. As in years past, we will offer 14 CPE credits, including 2 ethics credits.

Expect fun, informative sessions, along with a mixture of in-depth sessions and invaluable networking. We are very fortunate to have the same sponsors coming back this year as we have had for the last several years – keeping costs reasonable for participants. Importantly, unlike many other industry events, we are not increasing our cost of attendance and have negotiated hotel room rates below $200 per night.