Timely, advanced education for financial professionals
In a constantly changing, integrated and complex environment, empty claims of being a “retirement expert” can quickly end in costly mistakes for those unequipped with the latest knowledge and advice. Costly for your clients in unnecessary taxes and missed opportunities, and costly for you as a liability for your business!
Subscribe to monthly education to routinely turn these liabilities into huge opportunities:
- Stay current on the latest rulings and need-to-know retirement information, including the SECURE Act!
- Expand your knowledge to help your clients and increase earning capacity.
- Leverage tips and techniques from the industry’s top experts.
- Utilize easy-to-follow outflow pieces to generate inflow and stir up conversations.
- Be the fiduciary that your clients deserve.
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