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Nova 401(k) Associates
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Retirement Plan Consultants
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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July Business Services
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BPAS
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ESOP Administration Consultant Blue Ridge Associates
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Combo Retirement Plan Administrator Strongpoint Partners
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Strongpoint Partners
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Compass
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Anchor 3(16) Fiduciary Solutions
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EPIC RPS
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Retirement Plan Administration Consultant Blue Ridge Associates
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Regional Vice President, Sales MAP Retirement USA LLC
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View More National Tax-Deferred Savings Association [NTSA] Webinars, Podcasts and Conferences
Certified Retirement Education Specialist (CRES): Attracting New Clients in The Midst of a PandemicNational Tax-Deferred Savings Association [NTSA] |
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June 17, 2020 On-Demand Webinar |
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Do you need a proven turnkey system to attract new clients? How about better access to your school districts? You are in the right place. Join us and learn how to work with your school business officials to implement a financial literacy program, gain better access to your school districts and create business opportunities to attract new clients. And if you are already CRES certified, learn about the new tools in our toolkit, like a second presentation and a professionally done commercial to be sent to Decision Makers. Learning Objectives:
Speakers:
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