The Retireminute | June 10, 2024
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
Premium Marketing for the Modern Advisor
Marketing can be difficult, but it doesn't have to be. With our Premium Marketing suite, there are multiple pre-created pieces of content designed to make marketing your firm as easy as possible.
See How It Can Help You -->
FIR Considerations
Our Director of Investment Management discussed how to optimize your investment strategies using RPAG's Fiduciary Investment Review (FIR). Learn about the crucial step for refining your investment lineup.
Watch Now -->
RFP Express Update: AutoMEP – Set up Your PEP
A PEP catering to startups & small/medium-sized 401k plans, offering flexible plan design, shifting fiduciary responsibilities, providing certified audit protection, supporting passive & active funds, and a variety of TDFs.
Reap the Benefits -->
7 Things No One Tells You About Retirement
Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood—particularly when it comes to the non-financial side of life after work. Help clients navigate the unspoken side of retirement so they can thrive, not merely survive in their next chapter ahead.
Help Their Transitions -->
Events
JUBILEE | RPAG 2024 National Conference!
September 8 - 10 at the Ritz-Carlton, Laguna Niguel
Save the Date -->
Digital Sessions
Retirement Reality Check | Key Advice from 65-Year-Olds
June 18 at 10 a.m. PT / 1 p.m. ET
Get a Reality Check -->
Marketing Resources
Fee Equalization
Content Marketing Plan > Presentations
View Here -->
Leveraging AI for Marketing
RPAG Conference > Regional Summits
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!