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Winning in IRA Rollovers

Event : Winning in IRA Rollovers

Mon, 15/09/2014  
Conducted by : Financial Research Associates
Contact : Whitney Betts

September 15-16, 2014​
8am – 12:00 noon EST
The Harvard Club of Boston

Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

 
Top Reasons to Attend:
Gain clarity on the size and opportunities in the IRA rollover market based on current metrics and future projections
 Judge and evaluate specific and actionable tactics on growing market share and retaining assets with current resources
Benefit from the insights of industry leaders on the current challenges in the market, regulatory changes, and the shaping of the culture of retirement investing
Receive insights into a well-integrated marketing program that covers a heterogeneous market
Discover how to engage Gen X and the Millennials
Find out what products and services appeal to pre-retirees
Hear how to successfully build mindshare with retirees earlier in the life cycle
Learn effective and complaint ways to communicate with plan sponsors
Understand the behavioral economics behind product choices and investor engagement
Engage nationally-ranked Independent Financial Advisors on their client interactions around retirement 

Click here to view the conference brochure
 
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please contact Whitney Betts at 704-341-2445


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