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Jim Phillips
By Jim Phillips | 1/30/2019
As the NAPA Leadership Council representative on the Summit Steering Committee, Jim Phillips has had a bird’s eye view as the 2019 Summit content has been developed. Here’s a peek behind the curtain at the process.
First, the Steering Committee is made up of successful retirement advisors who have...
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By Jim Phillips | 3/28/2018
The mark of a successful conference is one from which you leave with new ideas, tools, insights, and contacts. For retirement advisors and retirement-curious advisors, the NAPA Summit is worth the time and money. Why?From my perch on the NAPA Leadership Council, I have seen the 2018 Summit agenda...
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