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July Business Services
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Nova 401(k) Associates
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ESOP Administration Consultant Blue Ridge Associates
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Compass
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Combo Retirement Plan Administrator Strongpoint Partners
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Retirement Plan Consultants
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MVP Plan Administrators, Inc.
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Strongpoint Partners
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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BPAS
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EPIC RPS
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Mergers & Acquisition Specialist Compass
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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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