The Retireminute | May 7, 2024
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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
It MAY-be Time to Check Out the Latest Scoop
Springtime is in full swing and the May RPAG Scoop is in bloom ready for you to join Luke Vandermillen to walk you through new updates and resources, and Jeff Elvander to give you the inside "scoop" with the markets.
Get the Scoop -->
Platform Updates!
We are consistently adding enhancements and updates to our portal to make your experience better. To get the intricate details for our most recent upgrades, click the link below.
Stay Up to Date -->
Taking Stock of Small Caps
Small-cap equities can provide vital growth potential for diversified portfolios despite higher relative risk being a consideration. Explore the opportunities and risks of this asset class that might be overlooked.
Learn More -->
Demystifying Annuities with Data & Insights
In this webinar, Morningstar Retirement researchers and leading annuity experts dialogue on types of annuities, how annuities can help meet participants’ needs, and how Morningstar Retirement’s methodology handles annuities.
Watch Now -->
Digital Sessions
Navigating Fiduciary Terrain
Tuesday, May 14 | 10 a.m. PT/1 p.m. ET
Register Now -->
Tips and Tricks for the RPAG Portal
Wednesday, May 15 | 10 a.m. PT/1 p.m. ET
Register Now -->
Stand Out and Sell More with Premium Marketing
Thursday, May 23 | 10 a.m. PT/1 p.m. ET
Register Now -->
Marketing Resources
Q2 2024 Social Media Calendar - Preview - Premium Marketing Members Only
Content Marketing Plan
View Here -->
Q2 2024 Fiduciary Legal Briefing
Fiduciary Compliance & Plan Design > Fiduciary Legal Briefing
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!