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Capturing IRA Rollovers & “Money in Motion”

Event : Capturing IRA Rollovers & “Money in Motion”

Thu, 17/10/2013  
Conducted by : Financial Research Associates
Contact : Kathie Eberhard

Join seasoned veterans and industry leaders as they address strategies to achieve aggressive growth and increased retention through Plan Transfers and IRA Rollovers. Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

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

Click here to visit the event website.
Click here to view the full agenda.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.
For more information, view the conference brochure  or contact Kathie Eberhard at 704-341-2439  

 

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