The Retireminute | July 31, 2023
Published by
RPAG
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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
Venrollment: Enrolling Has Never Been Easier
We have partnered with Venrollment to help advisors leverage innovative technology to provide up-to-date video content for their retirement plan clients. Venrollment provides a simple, cost-effective solution to connect with employees and communicate their retirement plan benefits in an easy-to-understand manner.
Learn More -->
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.
Capital Group | American Funds: AI and What It Means for Investors
Chatbots built on large language models are one example of how AI is already being applied across the economy. The key question for investors is: Has AI finally reached a commercial tipping point?
Find Out Now -->
Events
Limitless: 2023 National Conference
September 10-12
Raise the Bar -->
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
Trailblazers in Finance
flexPATH Strategies is proud to be nominated for the 2023 Wealth Management Industry Awards for their innovative development as an asset manager of "CIT Portfolio Expansion."
View Press Release -->
Marketing Resources
August 2023 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->
Servicing Your Clients > Meeting Summary Templates
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!