Rekon Event Management

Event Outsourcing Solutions for Financial Service Providers

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401(k) Events

Helping Financial Advisors and RIAs Build Their 401(k) Practices

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Road Shows

CE and Portfolio Manager Events for Financial Advisors and RIAs

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Excel 401(k)

The Advisors’ Conference. Join us for two days of boot camps and interactive sessions with some of the industry’s leading sales, marketing and business development gurus.

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About Us

After 20 successful years as a financial planner and branch manager, Ross Marino, CFP®, ChFC®, founded Rekon Intelligence to help financial advisors and RIAs build better practices by leveraging the resources of providers.