Upcoming Events

2019 & 2020

Year-End Preparation for Advisors

December 11, 2019 10am CST

Reserve your spot today! https://attendee.gotowebinar.com/register/2726158120029389069

Basics of a 403(b) Webinar

March 11, 2020 10am CST

Think 403(b)s are the same as 401(k)s? Think again! Join us as we review not only the differences, but the similarities. We’ll educate you on what clients are eligible, what questions to ask to determine when a this plan type is best for your client, and other helpful hints when dealing with 403(b)s.

Reserve your spot today! https://attendee.gotowebinar.com/register/6302194344795281677

Legislative Update Webinar

May 13, 2020 10am CST

Guest speaker Sarah Simoneaux will update us on the new legislative happenings and what we need to be ready to discuss with current and prospective clients. This industry leader will also give us her thoughts on what’s to come in the retirement legislative space. This webinar is perfect for beginners and experts alike!

Reserve your spot today! https://attendee.gotowebinar.com/register/8737221174179649805

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! https://attendee.gotowebinar.com/register/7478863101539101197