ASPPA Webcast: Win New Clients Using Point-of-Sale Plan Design

ASPPA Webcast: Win New Clients Using Point-of-Sale Plan Design
Wednesday, August 16, 2017
2:00 - 3:40 p.m. ET

Speaker: Pete Swisher, CPC, QPA, TGPC, Senior VP and National Sales Director, Pentegra Retirement Services

IRS Program Number: CZTXU-Q-00785-17-O

Webcast Outline: Coming Soon.

   

Description: 
Clients want great ideas with simple explanations, not spreadsheets. The art of retirement plan design is not in the details but in the client interaction. This webcast reduces key concepts to plan design simplifiers and “back-of-the napkin” conversations that lead to client action.

Key Takeaways:
1. Apply plan design simplifiers at a glance, in the middle of a conversation
2. Explain complex design ideas simply using a “back-of-the napkin” approach
3. Train clients and advisers to give you useful information, not just a census
4. Save time by “running the numbers” less often and with better data
5. Change the sequence of events in your plan-design process

Registration Deadlines: 
Live: 8/16/2017
On-Demand: 8/16/2018

CE Credit: 2 ARA, 2 ERPA, no JBEA

About the Speaker:

Pete Swisher is Senior Vice President and National Sales Director for Pentegra Retirement Services and is known nationally for his work on retirement plan governance. He is a prolific writer and speaker for the financial community and was the founding Chair of NAPA’s government affairs committee. Pete served in the first Gulf War as Executive Officer of a U.S. Marine infantry company.


Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org