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!