Capturing IRA Rollovers
Venue: Harvard Club of Boston - Commonwealth Ave.
Location: Boston, Massachusetts, United States
Event Date/Time: Oct 17, 2013 / 8:00 am - (EST) | End Date/Time: Oct 18, 2013 / 5:00 pm - (EST) |
Description
Top Reasons to Attend:
- Learn how to acquire more rollover assets through better marketing and service to intermediary distributors
- Find the best techniques for establishing and managing relationships with the ever-important advisor channels
- Learn about major changes to regulations affecting the retirement industry directly from the responsible government agencies
- Hear from the experts on the current state of the market: Understand how the industry is evolving and what you should know to capitalize on that evolution
- Learn how the industry leaders are differentiating themselves—the key to success in this inundated market
- Bring home new and useful methodologies to maximize success
- Expand your network of industry contacts
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