Strongpoint Events
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Webinars • Conferences • Dinners • Happy Hours • Trainings • Golf Outings •
Upcoming Events
• Conference
NAPA 401(k) Summit
Future Driven: The Advisor Experience
Host:
National Association of Plan Advisors
Date:
April 19 - 21, 2026
Location:
Tampa, Florida
Details
Visit Strongpoint Partners at the NAPA 401(k) Summit — the nation’s largest and most respected conference dedicated to retirement plan advisors. Designed by advisors, for advisors, the program delivers practical, forward-looking content that blends business-building strategies with regulatory and legislative insight. The event brings together key voices shaping the retirement industry. From general sessions to peer-led panels, the Summit offers a comprehensive view of the evolving plan advisor landscape.
Strongpoint Partners will have a booth at the event. Stop by and meet our team — we look forward to seeing you there!
Past Events
• Webinar
Navigating 401k Mergers & Acquisitions
The 401(k) M&A Playbook: ERISA Attorney Secrets to Mastering the Deal
Host:
Benefit Equity, A Strongpoint Partner
Date:
February 18, 2026
Time:
12:00 - 1:00pm (PST)
Details
Join Benefit Equity, your Fidelity 401(k) Team, and guest speaker Alison Cohen (Partner at Ferenczy Benefits Law Center) to gain an understanding of what’s truly on the line for Advisors during client acquisitions and dispositions — and why it matters more than ever. Learn how Advisors can position themselves as the indispensable voice in any transaction and discover how to spot red flags in a client’s potential target — even when the M&A attorney doesn’t. Finally, see how to leverage NDAs to gain access, build trust, and secure a seat “in the room where it happens.”
• Webinar
Discover the Benefits of an ESOP Retirement Solution
Host:
Carlson Quinn, A Strongpoint Partner
Date:
February 11, 2026
Time:
2:00 - 3:00pm
Live Q&A 3:00 - 3:30pm (CST)
Details
Gain a clear understanding of what ESOPs are, why they matter for succession planning and business growth, and how they create long-term value for both companies and employees. The presentation will be for the first hour, and then the program will conclude with a live, 30-minute Q&A to ask questions and go deeper into the lessons learned.
• Webinar
Secure 2.0 Roth Catch-Up: What You Need to Know for Payroll
Host:
Strongpay
Date:
December 4, 2025
Time:
3-3:45pm (CST)
Details
Secure 2.0's Roth Catch-Up rules are in effect 1/1/2026 - bringing new compliance requirements for plans with Highly Paid Individuals (HPls). To help you stay ahead, we're hosting a webinar to walk through exactly what's changing and how Strongpay ensures you remain compliant.