This year’s conference includes a balance of practice management and educational focused content created exclusively for financial advisors specializing in the retirement plan industry. At this event, you will learn about how our firm, in connection with our strategic partners, is creating better retirement outcomes for middle America. This conference will help you win and retain more retirement plan business, now and in the future.
This year’s Retirement Academy will focus on: Entrepreneurship and leadership
TPA Market
Building a more effective practice Understanding today’s industry challenges Growing your business
Sales and Marketing techniques
The agenda provides specific product solutions, industry speakers and thought leadership tools with proven track records. Experts from the retirement plan industry will share their knowledge with you, but there will be plenty of time for you and your peers to share best practices, providing you the opportunity to refine your marketing techniques and sales strategies.