Retireholics - 401k Plan Industry Show for Advisors
Business:Investing
Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018) and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list.
- https://en.wikipedia.org/wiki/Michael_Kitces
Jeanne Fisher shares her 401k marketing secret sauce
Thomas Clark - PPP Pittfalls for Plans
Sal Tripodi - The ERISA God!
Matthew Wolniewicz - 401k Financial Advisors Marketing Post Pandemic
Steps for Financial Advisors to take online.
Coronavirus Impact on Recordkeepers
401k's future, better with Trump or Biden?
Alex Assaley AIF - Talking to your clients in a pandemic.
Rick Unser - What a post pandemic 'Point of Sale' meetings should look like.
Sheltering In Place - Guest: Nevin Adams
Jania Stout - Sheltering In Place - Retireholi(k)s
Sal Tripodi - 20th Annual Hawaii ERISA update Seminar
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