Upcoming Events

2019 Webinars

Scaling Your Retirement Plan Practice

July 17th (Wednesday) at 10:00 AM CST
Presenters
Tom Allen, AIF®, QKA, CPFA, Retirement Plan Consultants
Looking to get started in the retirement plan arena or just looking for helpful suggestions on how to scale your business as a solo (or small) practitioner? Our presenter Tom Allen will go through the key players, the different service models, and best practices for how to streamline your service offering.
Availability is limited so sign up today!

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!