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Diversifying and Expanding Your Practice by Managing Employer Sponsored Retirement Plans

Session Speakers
Session Description

Why attend:
Gain greater insight into managing employer sponsored retirement plans and learn about the benefits they can bring to your practice.

Session details:
Are you interested in working on employer sponsored retirement plans including 401k, 403b, 457, or defined benefit/cash balance plans but aren’t sure how to get started?  Do you already manage retirement plans but want to grow that part of your business? Company retirement plans can help diversify your revenue stream and deepen your relationship with business owners and C-suite wealth clients. A panel discussion will shed light on what you need to know to advise on employer sponsored retirement plans and provide information about the resources available through Schwab to assist and guide you.

This 60-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting our booth in The Exchange.

Additional Information
Not Eligible for Credit
Showcase Stage Presentation
1h
Session Schedule