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TPAs
May 5, 2026
Tune in for a Washington Update with Bradford P. Campbell, who shares timely insights on the evolving legislative and regulatory landscape shaping retirement plans and the broader financial services industry. This webinar is sponsored by Jeff Jones and Federated Hermes.
July 22, 2026
The advisors who win and keep retirement plan relationships are the ones who truly understand their clients – their goals, values, and concerns. Taking the time to uncover those preferences shows empathy and builds the kind of trust that leads to deeper, more durable engagements. Catch this practical session built around real case studies. You’ll explore best practices for a richer discovery process and pick up skills you can put to work with your plan sponsor and participant relationships right away.
June 19, 2026
Most advisors treat wealth management relationships and qualified plan business as two separate lines — but the advisors growing fastest are working them together. In this session, our guest, Brian Elliott, SVP, Director of Institutional Division, Genter Capital Management, will show you how to unlock both sides of the opportunity from the clients and plans you already have.
May 27, 2026
JULY AI webinar follow up.