The health and safety of all attendees is paramount. In light of the coronavirus situation, we are evaluating the status of upcoming educational programs. We will be contacting those impacted and continue to provide updates. We thank you for your patience.

full-day-retirement-us-marketing Full-day Retirement Marketing - US

Chapter

Benefits Basics

U.S. Full-Day Retirement Session

Sample Marketing

2018 Employee Benefits Seminar

Twin Cities Chapter Presentation
May 23, 2018

Topics included How to Speak Retirement Plans, Legal Framework and Administration and Design.

View the
brochure.

2018 Retirement Plan Seminar

Central Indiana Chapter
August 15, 2018

Topics included Washington and ERISA Update, Covering Coverage, Automatic Enrollment, Ethics and Controlled Service Groups

Benefits 360

New York Metro Chapter
September 26, 2018

Topics included Common Financial
Sense.

Benefits 360
flyer

Benefits Morning

Greater Pittsburgh Chapter
November 1, 2018

Topics included What's on the Horizon.

Benefits Morning
flyer