After 20 successful years as a financial planner, Ross Marino, CFP®, ChFC®, founded 401(k) Rekon to help financial advisors and RIAs build better practices by leveraging the resources of providers. Over time, 401(k) Rekon expanded beyond the qualified plan market and became Rekon Intelligence, the premier provider of events for financial advisors. Our clients are exclusively financial service providers, including Broker Dealers, asset managers, insurance companies, and TPAs, and qualified plan recordkeepers.
Rekon Intelligence helps financial advisors and RIAs build better practices by leveraging the resources of providers. Our events bring the best education, speakers, and value-add resources to 90+ locations across the country.
Rekon Event Management offers total event outsourcing for financial service providers. We allow you to spend more time meeting with clients and prospects and less time planning and managing events.
Hosting meetings isn’t just part of our business, it IS our business. Our entire team focuses on managing meetings so you don’t have to. Hosting hundreds of successful financial advisor events for thousands of satisfied attendees offers Rekon unique insight and experience. You can trust that we understand how to manage events so you can spend more time connecting with your audience and less time worrying about the details.
Our founder and CEO is a producing branch manager and Registered Principal. Simply put, he understands compliance.
Our innovative culture combined with a continuous learning mandate drives everyone to find a better way. We’re an event management company that focuses on process and leverages technology so you can spend more time meeting with clients and prospects.
We’ve learned that content, convenience, and credibility draw attendees to meetings. And we understand that efficiency and integrity attracts sponsors and speakers. Together Rekon creates an win-win environment for everyone. Attendees learn ways to further their goals, and sponsors have peace of mind knowing Rekon is handling all of the details.