TPA Benchmark

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

Retirement Plan Advisors, on behalf of our national network of retirement plan TPAs and recordkeepers at TPAbenchmark.com, we would like to invite you to attend a special advisor online event, Wednesday, September 16th at 11am EST for a special session on best practices in retirement plan prospecting.  Advisors attending will receive 1.5 CE Credits with Fi360 and 1.5 CE Credits with NAPA.

A top retirement advisor will be sharing best practices with you during this special online session:

An expert panel of specialty retirement plan consultants from Third-Party Administrator firms around the country, will also join us to discuss ways that partnering with a local plan design specialist, can help anchor your most important client relationships, in the large and small retirement plan marketplaces. 

Please email Dawn Hynes at dawn@hynesassociates.com to reserve your spot!

Learn more by clicking here to download flyer

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