The RPAG Scoop | July Edition

Welcome to The RPAG Scoop, your monthly video newsletter dedicated to providing you with the latest updates, expert insights, and valuable information on retirement planning and investment strategies. Each edition of The RPAG Scoop is carefully curated to empower advisors and their firms in achieving their business goals. In this edition, we have an exciting lineup of segments that will provide you with a wealth of knowledge and inspiration. Let's dive into what you can expect!

What's New at RPAG (0:36
Presented by Luke Vandermillen, our Sr. New Business Development Associate, this segment is your window into the latest developments and updates within RPAG. In this edition, Luke goes over how to find all the latest updates in the RPAG world on our website as well as a brand-new optional addition for members: Venrollment! Stay tuned to discover how RPAG is shaping the future of retirement planning.

Investment Segment (6:30)
Led by Matt Giovinazzo, our Director of Investment Management, this segment delves into the world of investments. Matt does his own unique take on BlackRock's weekly commentary that goes outside the box. He introduces the new TDebrief podcast run by himself and his colleague, Kellen Foley, and briefly discusses CIT updates accessible to RPAG members.

Retirement Trusts with T. Rowe Price (25:19)
Kathryn Farrell gives a wonderful overview of the three main things that T. Rowe Price provides through their Great Gray T. Rowe Price Retirement Date Trust. This includes the opportunity they need to help participants, how they purposefully design their portfolios to drive outcomes, and the strong results they have achieved.

The Future of Transamerica (30:25)
Listen as Darren Zino, Senior Managing Director of U.S. Retirement Distribution for Transamerica takes a few moments to share his thoughts about where Transamerica is today and where they are heading in the future as an organization. You can hear about a few things Transamerica does that you may not even know about such as voluntary benefits and student loan assistance.

The RPAG Scoop is your gateway to the latest trends, expert advice, and industry-leading solutions in retirement planning and investment. By subscribing to our monthly newsletter, you'll receive valuable insights that can shape your financial future. Stay informed, stay inspired, and join us on this exciting journey of financial empowerment!

Don't miss out on this edition of The RPAG Scoop. Subscribe to our newsletter today and be ready to embark on an enriching learning experience. The power to achieve your retirement dreams begins with The RPAG Scoop!

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