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| Email |
jmcginnis@frallc.com
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| Category |
Business: Financial
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| Category 2 |
Business: Marketing_and_Sales
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| Contact |
343 Soquel Avenue
Suite 334
Santa Cruz, CA 95062
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| Description |
How effectively are you turning America’s retirement savings crisis into opportunity?
Building on the success of the IRA Rollover Summit, Financial Research Associates’ Retirement Savings Summit is designed to specifically address the most pressing concerns of professionals working in the retail and defined contribution marketplace. With a retail track AND a plan sponsor track, this Summit explores how to make the most of the opportunities presented by the retiring baby-boomers, and offers in-depth product development, marketing, and distribution analysis of:
Retirement Income Management Products
IRA Rollover Acquisition & Retention Strategies
Alternative Investment Product for DC Plans
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