KWP In the News – On the Move​

Learn how KWP can help you embrace change and turn today’s toughest challenges into tomorrow’s competitive advantage.

CONFERENCES

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 ​

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