The Retireminute | July 24, 2023

The weekly newsletter offers retirement advisors a comprehensive update on the latest news, developments, and resources. It includes updates on RPAG technology, marketing resources, and custom solutions that can help advisors better manage client accounts, promote their services, and address specific needs. The Retireminute also provides information on upcoming training and events, such as webinars and conferences, to help advisors improve their skills and stay current on industry trends. Overall, this serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.

News & Updates

Q2 scores are Live

ATTN: New Billing Email Address
As of Q3 2023, all RPAG members will receive invoices from no_reply@rpag.com. Please ensure to safelist this email address to prevent your invoices from going to spam.

NAPA Top Advisor Nominations
Each year, NAPA seeks to highlight standout plan advisors. The two categories are for women and advisors under 40. If you wish to be considered for one or both of these recognitions, please click on your respective link and respond to the survey. 
Top Women -->

Top Aces -->

Q2 Market Review
Discover comprehensive insights into the U.S. equity markets, international equities, and the U.S. fixed income market. This invaluable resource empowers you with knowledge and analysis to optimize retirement planning strategies for your clients.
Watch Now -->

RPAG Platform Updates
Streamlined processes, enhanced features, and improved capabilities! Experience a more polished and professional RPAG platform. Stay ahead with these latest updates for better retirement advisory services.
Check It Out -->

Events

Limitless: 2023 National Conference
September 10-12
Register Now -->

Digital Sessions

Master Fee Benchmarking with a PlanFees Sensei
August 3, 10 a.m. PT/ 1p.m. ET
Join Us at the Dojo -->

flexPATH Strategies

TDebrief Episode #8: Personalize your PATH to Retirement
flexPATH Strategies' website is a great resource for you & your plan participants. Watch as Alex Kahn dives into their new website discussing the Discover Your PATH tool, single manager CITs, and more!
Learn More -->

Marketing Resources

Q2 2023 Market Review
Investment Due Diligence > Quarterly Market Reviews
View Here -->

Q3 2023 Fiduciary Hot Topics (Video Coming Soon)
Newsletters & Memos > Fiduciary Hot Topics
View Here -->

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Looking for more information?

Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

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