RPAG | Industry Trends and Technology News

The Retireminute | November 27, 2023

Written by RPAG | Nov 27, 2023 5:53:54 PM

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

Hosted Webinar Series
We've curated the perfect package, complete with a description, a presentation (if you decide you want to host one yourself later), and a live webinar. Your only task? Hit 'send' on that pre-made invitation and let us handle the rest.

See Next Year's Schedule -->

Exploring Retirement | Secure Act 2.0 & Legal Considerations
It's good to be aware of changes to SECURE Act 2.0 in regard to legal safeguards and emergency provisions. If you want a full rundown, tune into our recently released video from our National Conference.
Watch Now -->

Events

RPAG Regional Summits
Discover the remarkable cities and exquisite hotels that await you at our exciting Regional Summits happening in April 2024. Prepare yourself for an extraordinary experience like no other!
Save the Date -->

Digital Sessions

PIMCO Value Investing | A Different Approach
December 5 at 10 AM PT/1 PM ET
Register Now -->

Marketing Resources

404(c) Checklist
Fiduciary Compliance & Plan Design > Client Templates
View Here -->

RFP Express Provider Overview
RFP & Fee Benchmarking > RFP Express
View Here -->

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