Held Away Heroes!

Calling all Independent Investment Advisers!

Join us for our weekly discussion on how to easily become even more of a Hero to all your clients by providing (uber compliant and scalable) advice to "held-away" assets like 401(k) and 403(b) accounts.

Block off 44 minutes on an upcoming Thursday to learn:

  • Why you can write your own "David and Goliath" story as the largest firms out there can't compete (for now).

  • How to compliantly work with "held-away" accounts.

  • How PlanConfidence's Software as a Service (SaaS) can help you scale and get paid for your “held-away” services.

Thursdays 1pm - 144pm EST

Kevin will give a 34 minute live presentation followed with 10 minutes of your Questions & Answers.

Don’t Delay! Save your seat today!