Learn how KWP can help you embrace change and turn today’s toughest challenges into tomorrow’s competitive advantage.
JAN 2025
401k Specialist article: KWP Growth Partners Brings in Strategic Growth Head.
JAN 2025
JAN 2025
401k Specialist article: ‘RetireTech Map 1.0’ Highlights Retirement Plan Industry Innovators
2025
Retirement Advisor Council (RAC) Conference – Lisa Kottler, Speaker January 22-24, 2025 | Westlake, TX
The Wealth Mosaic AI Toolkit Roadshow 2025 - Will Prest, Advisory Council Member, January 22, 2025 | New York, NY
Viking Cove Institute National Summit – Lisa Kottler, Speaker
February 27 – March 1 | San Diego, CA
Franklin Templeton Retirement Innovation Initiative Meeting – Will Prest &
Lisa Kottler, Speakers
March 5-6 | Tampa, FL
NAPA 401(k) Summit
April 28-30, 2025 | Las Vegas, NV
2024
FCAT 25: Fidelity Center for Applied Technology
October 21, 2024 | Boston, MA
The Founders Arena: WealthTech Combine
October 8-9, 2024 | Ft Worth, TX
Wealth@Work -- Will Prest & Lisa Kottler, Speakers.
October 13-15, 2024 | San Antonio, TX