The Retireminute | October 9, 2023

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 Will Be Live Monday, October 16

National Conference Survey
If you attended our Limitless National Conference, we would love to hear your thoughts about it and any suggestions you might have for future conferences.
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RPAG Scoop | October Edition!
Don't get spooked by the Scoop! We have a festive edition of the RPAG Scoop ready for you to watch. This episode features characters such as Oogie Boogie, Luke Vampiremillen and our Enchantress, Lauren Neeno. Tune in to catch a fright!
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Retirement Disruptors to Watch
Principal® surveyed plan sponsors and financial professionals on how they see the future of retirement savings evolving.
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Opportunities in Fixed Income
Explore inflation dynamics, moves in real rates, and what’s next for bond investors with portfolio managers at three fixed-income boutiques at Raymond James Investment Management.
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401(k) Participant Insights 2023
What’s on the minds of today’s 401(k) participants? Join Schwab Retirement Plan Services for a webcast and Q&A on the 2023 insights and trends.
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Events

Wealth@Work Conference
For those attending the Advisor2x event in Wilmington, NC, we are excited to announce that our very own SVP of New Business Development, Jesse Taylor, will be hosting a session on "How to Build a Modern Sales and Marketing Process" from 11:00 - 11:30 AM, October 16, in Baltimore 3-4. We will also be awaiting your visit at Tables E30 & E31.

Digital Sessions

Calamos Investments Presents: Why Private Credit?
Tuesday, October 10 at 10am PT
Register Now-->

Back to School Digital Webinar Series: #3 Scorecard Methodology
Wednesday, October 11 at 10am PT
The Teacher is Waiting -->

The Power of Partnership in a Changing Environment
Tuesday, October 17 at 10am PT
Take Your Seats -->

Back to School Digital Webinar Series: #4 Target Date Tutor
Wednesday, October 18 at 10am PT
Take Out Your Pencils -->

Marketing Resources

Tech Enhancements
RPAG Services
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