RetirementGeeks Competitors

Founded in 1997, Keystone Financial Partners has been serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. In September 2022, Keystone Financial Partners was acquired by Pathfinder Wealth Consulting of Wilmington, North Carolina. Founded in 2005 by Rob Penn and Jason Wheeler, the Pathfinder team shares similar values of planning-focused investment management with a rich client service mentality. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Advisor. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Rekon Intelligence is an advisor-run organization with the single goal of helping advisors grow. Rekon helps thousands of advisors build their practices year after year through regional events in 50+ locations across the country, and Excel 401(k): The Advisors' Conference. 401(k) Rekon Regional Events | www.RekonIntel.com Join the 10,000+ advisors who have leveraged our fast-paced events since 2010. Network with local advisors and discuss what's working now and what isn't working and learn how top advisors capitalize on the current environment to win new business, all in a pressure-free environment and free to attend for actively-producing advisors. Excel 401(k): The Advisors' Conference | www.Excel401k.com Excel 401(k) is an advisor-driven conference intentionally designed to help you make valuable connections and create actionable goals to grow your 401(k) practice. Learn from some of the industry’s most successful advisors and business builders and network in an engaging environment intentionally different from other conferences. You’ll be a part of a unique, VIP experience intended for hundreds, not thousands of advisors.