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July Business Services
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RPA
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Retirement, LLC
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Webcasts  >  Upcoming   |   Recorded
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View More CAPTRUST Financial Advisors Webcasts and Conferences

Easy, Breezy, RFPeasy

CAPTRUST Financial Advisors

Sept. 17, 2019
Recorded Online
Webcast

Sit back, relax, and join us for our webinar on how to conduct a foolproof retirement plan advisor request for proposal (RFP).

Whether you're benchmarking your current advisor, requesting general information, or conducting a formal retirement plan advisor RFP, this webinar will help you understand and implement the fundamentals of a sound RFP process.

Join us to hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing more than 2,000 RFPs. You will gain tips and tricks around the preparation, implementation, and decision-making steps that go into completing an advisor RFP.

More Information, How to Register

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