Name
The Future of the Next Gen Plan Advisor
Date & Time
Tuesday, October 15, 2024, 1:50 PM - 2:20 PM
Taylor Hammons
Description

Financial Professionals are faced with the perfect storm of the convergence of retirement plans and wealth management, the tsunami of small, startup plans, and the need to build scalable practices. Join us for a dynamic and interactive discussion as we discuss the storm’s that brewing due to why and how you should prepare for the explosion of small plans opportunities resulting from focusing on increasing coverage, state mandates and Secure 2.0 provisions; as well as, how to package and demonstrate your value of wealth management solutions both inside and outside a retirement plan which can open up a whole new world of opportunity for your practice. 

Location Name
Hill Country A
Session Type
Breakout Session