JULY | Dimensional Retirement Plan University | Going to Market

May 10, 2024

“Going to Market” closes out the Retirement Plan University webinar series. This session provides perspectives on prospecting, pitching, and closing retirement plan opportunities.

Watch the Webinar

Related Posts

Categories

You May Also Like…

State of PEPs: Q&A with Theresa Conti

State of PEPs: Q&A with Theresa Conti

With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.