TPA Benchmark

Growing Retirement Plan Sales In 2021

Retirement Plan Advisors

To Benefit Charity of Cru Inner City
Thursday, April 8, 2021 – 11:00am – 12:15pm (EDT)

1.5 hours of Fi360 CE Credit (AIF Designation) and 1.5 hours NAPA CE Credit

On behalf of our event partner, Franklin Templeton and 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, Thursday, April 8th 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.

We have two top retirement advisors who will be sharing best practices with you during this special online session:

Brian Driscoll, Executive Director, JP Morgan Wealth Management is a retirement plan specialist at JP Morgan Wealth Management.  Brian has extensive experience in this marketplace and will discuss how he built his retirement plan practice and share insights on how ways for you to enhance current client relationships and network to grow retirement sales in 2021.

Ryan Gensicke, of Pensionmark , is a retirement plan specialist on the West Coast, who is successfully leveraging technology to grow sales and engage the next generation of investors.  You won’t want to miss this specialty advisor’s innovative insights on how technology can be used to grow retirement sales in your market!

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. 

In addition to outstanding content, this very special webinar will be used to benefit a charitable cause that supports needy children in the inner city.  We will provide an opportunity to donate a backpack of supplies, for those who would like to do so, to make a difference in the life of a child.

Please REGISTER here to save your spot at this complimentary online advisor event:

https://us02web.zoom.us/webinar/register/WN_KTM8E-0HS12vcEkPjXUQ9Q

 

Learn more by clicking here to download flyer

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Growing Retirement Plan Sales In 2021

Retirement Plan Advisors To Benefit Charity of Cru Inner City Thursday, April 8, 2021 – 11:00am – 12:15pm (EDT) 1.5 hours of Fi360 CE Credit (AIF Designation) and 1.5 hours NAPA CE Credit On behalf of our event partner, Franklin Templeton and our national network of retirement plan TPAs and recordkeepers at TPAbenchmark.com, we would

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