LIVE! DOL Update & 401(k) Prospecting
By Premier Wealth Management, Inc.™
Date and time
Tuesday, March 28, 2017 · 9am - 12:30pm EDT
Location
Conference Room at Wegman's Market Cafe
6416 Carlisle Pike Mechanicsburg, PA 17050Description
JOIN US LIVE!
DOL Update & 401(k) Prospecting
Attendance is FREE!
EARN CE CREDIT SIMPLY FOR ATTENDING
Morning refreshments and lunch will be provided
Network with advisors and hear from key speakers provided by Nationwide. Join us for this live event at Premier Wealth Management, Inc.™ in Mechanicsburg, Pennsylvania, on March 28, 2017, 9:00 AM - 12:30 PM. Morning refreshments and lunch will be provided free of charge.
Speakers:
- Chuck Rolph of Nationwide, Coach to Financial Advisors
- Eric Freud, Regional Vice President of Nationwide
Our Agenda
9:00 AM - 12:30 PM
12:30 PM
9:00 AM - 12:30 PM
- Update on the status of the DOL fiduciary rule, as impacted by the Trump administration
- Impact of the DOL Regulations on the Business Practices of Financial Advisers and Financial Institutions
- What to Expect from Your 401(k) Advisor: It is no longer possible for advisors to get paid simply because “they are the advisors on their respective plans.” They actually have to be doing real, measurable work. We will show you how to craft a value proposition and articulate the reasons you should be paid.
- 401k Prospecting
- What is the opportunity set?
- How to research a plan
- Benchmarking fees and services
- Sales ideas
12:30 PM
- Lunch (Provided by Premier Wealth Management, Inc.™)