South Florida Advisors to Learn New Ways to Grow a Retirement Planning Business

Posted on: 03/11/2015

401kCoralGablesGrow Your 401(k) Business in 2015 Event – March 17, 2015

iSectors‘ Chuck Self will present a brief session entitled “Four Systematic Ways to Improve Investment Results” at the Grow Your 401(k) Business in 2015 event series in Coral Gables, Florida on March 17, 2015.  The event is part of a series of complimentary one-day lunch and learn programs being presented around the country by Ready Go! 401(k) Retirement Plan Solutions.

South Florida-based advisors interested in growing their business with 401(k) and other qualified retirement plans, are urged to attend this free event lead by a leading group of national speakers sharing best practices insight.

Advisors will recieve exceptional information on how to grow a retirement planning business in today’s competitive retirement/qualified plan industry and learn about a packaged solution designed to simplify selling retirement plans.

The March 17th event will take place at Fleming’s Prime Steakhouse 2525 Ponce De Leon Boulevard Coral Gables, FL from 11:00am – 2:00pm. Presenting during the 4th scheduled session of the day (1:10p.m.), Mr. Self will show attendees how to catapult Modern Portfolio Theory to a more effective level of usefulness. Self, along with some of the industry’s experts will present on subjects such as:

  • Winning new plan business and improving current business
  • Retirement Readiness: Why it matters to employees, plan sponsors, and financial advisors
  • Prospecting and closing sales in the retirement plan space
  • Four systematic ways to help improve investment results
  • Learn about opportunities with Cash Balance Plans

See the March 17th Coral Gables event agenda here.  

Advisors will be able to experience many of the same presentations and speakers from the industry’s largest conferences in a quick informational “with lunch” format. Sessions also highlight top advisor best practices and what is working now.

There is no cost to attend for invited FAs and IARs.

Registration information.

Ready Go! 401(k) event series participants include:



Comments are closed.

%d bloggers like this: