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Portability, Expense, and Complexity: Reshaping Perception of the Top Objections.
Momentum for retirement income is building – and fast – but advisors and consultants introducing retirement income are still sometimes faced with three common objections to retirement income:
This webinar series will tackle each of the three through a discussion among retirement plan practitioners.
Thursday, August 10
2:00 PM ET
Duration: 1 hour
Summary
Join a discussion around the issues plan advisors and plan sponsors face related to portability of in-plan retirement income solutions. After this session, attendees will understand:
Nicole Corning, AIF®, CFP®, CRPC®
Managing Partner
Pathlight Advisors
Michael Kleeman
Senior Director, Strategy & Business Development
Broadridge
David P. Nolan, CFA
Director of Investments & Research
Harrison Fiduciary
Thursday, September 14
2:00 PM ET
Duration: 1 hour
Summary
Join a discussion around objections plan advisors face related to fees and expenses associated with in-plan retirement income solutions. After this session, attendees will understand the:
Jennifer Doss
Senior Director and Defined Contribution Practice Leader
CAPTRUST
Mike Sanders
Institutional Retirement Plan Advisor
CAPTRUST
Bonnie Treichel
Chief Solutions Officer
Endeavor Retirement
Thursday, October 19
2:00 PM ET
Duration: 1 hour
Summary
Join a discussion around the perceived complexity associated with retirement income solutions. After this session, attendees will understand the:
Michael Muirhead, AIF®, PPC®
Senior Director – Learning & Development
Broadridge Retirement and Workplace
Apryl Pope
Financial Advisor
Partner, Retirement Plan Partners, LLP Owner,
Pope Financial Planning, LLC
Chuck Williams
Chief Executive Officer
Finspire
Through this webinar series, you can expect to see an agenda that shines a spotlight on voices that are typically underrepresented in the financial services industry. We are doing this by following the standards for speaker diversity and visibility set forth by Choir.
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |