IMPACT LABS powered by RPAG

IMPACT LABS

November 12, 2024
10:00 AM - 7:30 PM PT

Capital Group | American Funds Campus
6455 Irvine Center Drive Irvine, CA 92618

Unlock Innovation and Strategy

We're excited to introduce The Impact Lab, a brand new in-person event series by RPAG, designed for top advisors looking to immerse themselves in a hands-on, strategy-driven event where innovation and impactful solutions come to life. The Impact Lab will be a dynamic 1-day think tank event, where advisors will discuss the industry's biggest challenges and opportunities in an open discussion environment. Space is limited to 25 advisors, so be sure to register today!

This inaugural event will be held at the Irvine, CA campus of Capital Group | American Funds and is intended for advisors and practice leaders. More Impact Lab events will be coming to a city near you in 2025 so stay tuned!

Join us for an exclusive opportunity to network and collaborate with top advisors in the field—don’t miss out on the impactful experience that awaits you!
  • No cost to attend the event.
  • Light snacks, lunch, and dinner will be provided.
  • Transportation to the dinner will be provided.

If you are in need of a hotel, there are many nearby options, including:

Save Your Spot Today

Agenda

10:00 - 10:30 am

Welcome

10:30 - 11:30 am

Host Partner Topic
- Capital Group | American Funds

11:30 - 12:30 pm

Lunch

12:30 - 1:30 pm

IMPACT Today: Biggest Challenges and Opportunities Facing Your Practice
This roundtable discussion will focus on the biggest challenges and opportunities advisors face in their day-to-day business. Topics will include practice management, building a successful team, client servicing strategies, sales ideas, and navigating external pressures such as industry consolidation and legislative changes.

1:30 - 1:50 pm

Break

1:50 - 2:50 pm

IMPACT 2035: Discussing The Future of 401(K) Plans
This roundtable will explore what retirement plans will look like in 2035. Discussion topics will include the future of plan design, QDIAs, personalization, and employee engagement trends, offering advisors valuable insights to stay ahead of the curve.

2:50 - 3:50 pm

IMPACT Together
In this open forum discussion, we'll bring the entire group together to share key insights and ideas from the day's roundtable discussions. We'll collaborate on how we can collectively work to make a meaningful impact in the retirement plan impactful in the retirement plan industry and support each other's success.

5:00 pm

Host Partner Topic
- Capital Group | American Funds

Looking for more information?

Contact the RPAG Support Team, support@rpag.com, to learn more about RPAG, get help with our Platform, or anything else!

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