Upcoming Retirement Planning Events

2020

Legislative Update Webinar

Looking to offer Retirement Plan Advisory services? Don’t know where or how to start? Tom Allen with Retirement Plan Consultants will walk you through the retirement plan advisory landscape and speak to topics such as:

May 2020


Growing Your Retirement Plan Practice Webinar

July 15, 2020 Wednesday at 10am CST

Looking to offer Retirement Plan Advisory services? Don’t know where or how to start? Tom Allen with Retirement Plan Consultants will walk you through the retirement plan advisory landscape and speak to topics such as:

• Key Players in a Retirement Plan
• Role of a Plan Advisor
• Fiduciary Responsibilities
• How to Scale Your Practice Efficiently

Reserve your spot today!

Click Here

Smart Conference

May 27th – May 29th

SPEAKERS
Justin Yost – Vice President and Regional Director of Dimensional Fund Advisors
Andrew Sykes – Conversation Mastery: The Art Of Customer-Focused Discovery
Sara Grillo, CFA – Getting to the Higher Value Regime – Strategies for the Modern CPA & Financial Advisor

REGISTER HERE