The Retireminute | October 23, 2023
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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
Q3 Scores Are Live!
Canine Companions
At RPAG, we take pride in our commitment to making a positive impact that transcends the world of finance. We are dedicated to the causes that resonate deeply with our team, and we stand firmly behind our nation's heroes and their four-legged companions.
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Investment Symbiosis
Investment Management Directors, Matthew Giovinazzo and Kellen Foley, shed light on the transformative potential of investment due diligence. They emphasized the importance of aligning with the essence of investments, just as one must harness the ocean's power when surfing.
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Calamos Investments | Why Private Credit
Join Calamos Investments as they address the fundamental questions of what private credit is and why invest in it in a dynamic presentation with industry experts.
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Turning Savings Into Retirement Income
Lazard’s new DC Rising article is a resource for you to educate your plan sponsor clients on the range of retirement income options they may consider to help their participants prepare and transition into retirement.
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Events
RPAG Regional SummitsWe have officially announced our cities and dates for our Regional Summits, coming to a city near you this April! See if we're coming to yours by clicking below!
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Digital Sessions
Back to School Digital Webinar Series: #5 AP Advisor Marketing
Wednesday, October 25 at 10am PT/ 1pm ET
The Teacher is Waiting -->
Cultivating Durable Loyalty?
Tuesday, October 31 at 10am PT/ 1pm ET
Register Now-->
Marketing Resources
Q3 2023 Market Review
Investment Due Diligence > Quarterly Market Reviews
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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!