Upcoming Events

2019 Webinars

Cash Balance Update

September 18th (Wednesday) at 10:00 AM CST
It’s that time of year again! Join us as we review what makes a quality cash balance prospect, how cash balance plans work in combination with a 401(k)/profit sharing plan, and best of all – the top points you need to drive home with a potential cash balance client.
Availability is limited so sign up today!


Dimensional Funds DC Annual Conference

July 31, 2019

Matrix Get Connected conference

August 18-21 – GetConnected at the Leading Conference for the Retirement and Wealth Management Industry | Broadridge https://www.broadridge.com/event/getconnected-2018

Discover innovative ways to meet the challenges of today, unlock tomorrow’s opportunities and grow your business. GetConnected is a Broadridge-hosted event that brings together leaders in the retirement and wealth management industries to learn and network in a productive and fun setting. Whether you are a TPA, advisor, broker-dealer or other financial services professional, you will find the information and connections needed to strengthen client relationships, add efficiency to your operations and grow your business.

XYPN Live Conference

September 8-11 https://info.xyplanningnetwork.com/xypn-live

The RIGHT Retirement Plan Wednesday, September 11 | 10:30 – 11:20 a.m.

Presented by Josh Kegley – RPC
• Level: Refine and Grow  • Eligible for one (1) CFP® continuing education credit

In this session, you’ll learn the information needed to design an appropriate retirement plan to meet your clients’ goals. It all starts with asking the right questions and understanding the various plan types available. This session will walk you through several different plan design examples that progress from the basics to more complex, and will explore the new tax law and the opportunities it presents for Cash Balance plans. #XYPNLIVE Investment Solutions Sessions