How—and where—do you go for new opportunities… beyond 401(k)s?
Finding new clients in the Corporate market can be challenging—and with publicly available 5500 data, most sponsors have been approached by many advisors. How do you go beyond a saturated market? Local governmental and non-profit market plans need advice, but where do you start?
Well, at the 2021 NAPA 401(k) Summit, we’ve got just the workshop for you! One where you’ll:
- find out how to uncover opportunities;
- get ideas on how to modernize plan administration; and
- explore recent case study examples.
It’s Your Next Blue Ocean: Expanding Beyond 401(k), featuring insights from:
- Beryl Ball, CPFA – Principal, Financial Advisor, CAPTRUST
- Corey Gallifant, Regional Sales Director – Government Markets, Empower Retirement
- David Griffin, C(k)P, SVP, Atlanta Retirement Partners, a OneDigital Company
- Michael Montgomery, CPFA, AIF, TGPC, CLU, CFS, C(k)P, Managing Principal, Montgomery Retirement Plan Advisors, a OneDigital Company
- In a highly interactive discussion led by provocateur Donald MacQuattie, Co-Head of Institutional Fiduciary Solutions, Raymond James
At the 2021 NAPA 401(k) Summit, you can learn a lot by networking, and a wide variety of practice building workshops—and you can learn from the industry’s most successful advisors. Just one of more than 20 insightful workshops—and six compelling keynotes—at the NAPA 401(k) Summit—the nation’s retirement plan advisor convention!
September 12-14, Las Vegas, Nevada.
We’re talking about real actionable ideas for business development, client experience, and participant experience!
Save your place today at https://napasummit.org. Less than a third of the room block remains!
