On Thursday, Sept. 10, July Business Services will host a full-day event with national speakers sharing best practices and insight on how advisors can grow their business in the competitive retirement/qualified plan industry. Located in Dallas, Texas, this event is free for invited FAs and RIAs.
Topics covered will include:
- Why Exchange Traded Funds Make Sense in 401k Plans
- Retirement Readiness: Why it Matters to Employees, Plan Sponsors, and Financial Advisors
- Fiduciary Outsourcing
- Communicating Your Value
- Target Date Funds — Perfecting the Imperfect
- Win and Retain Business with Total Cost Analysis
Date: Sept. 10, 2015
Location: Westin Galleria Dallas, 13340 Dallas Parkway
For more information and registration, click here.