TPA Benchmark

Advisor Events

Upcoming Events

At TPAbenchmark.com, we are pleased to be hosting a National Advisor Event Series, for retirement plan advisors nationally. These event feature top retirement plan specialty advisors sharing best practices with their advisor peers, panel discussions with leading experts in our industry and content that appeals to top advisors. Advisors attending receive CE credit, toward their various designations. Our next advisor event, is listed below – if you are a retirement plan advisor, we invite you to join us here at TPAbenchmark.com for a complimentary session to help you expand your practice.

Growing Sales Profitably: Advisor, TPA and Business Owner Perspectives

Growing Sales Profitably: Advisor, TPA Sales and Business Owner Perspectives Thursday, October 28, 2021 – 11:00am – 12:15pm (EDT) 1.5 ASPPA CE Credits On behalf of TPAbenchmark.com and CUNA Mutual, we invite …

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Best Practices for Growing Retirement Sales for Retirement Advisors

Best Practices for Growing Retirement Sales for Retirement Advisors Wednesday, September 16, 2021 – 11:00am – 12:15pm (EDT) 1.5 hours of Fi360 CE Credit (AIF Designation) and 1.5 hours NAPA CE Credit …

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Starting the Fall Selling Season with Momentum: Strategies for 4th Quarter Sales Success

Join us for a Special TPA Online Event Wednesday, September 22, 2021 – 11am – 12:15pm (EDT) 1.5 hours of ASPPA CE Credit Space is limited, so RSVP quickly to dawn@hynesassociates.com   …

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