The Case for Collaboration in the 403(b) Marketplace

June 21, 2023 | 2:00 p.m. - 3:00 p.m. ET

Speakers:

• Phil Kim, CFP®, ChFC®, CLU®, RICP®, CRES, Founding Member, Managing Director, Signature Wealth Concepts
• Robert Young, CRES®, President, One2One Wealth Strategies, LLC
• Adam Pearce, CFP®, CRES®, Certified Financial Planner, Lincoln Investment

Description: Join Phil Kim, Robert Young, and Adam Pearce on a live 45-minute webinar as they discuss the merits of working together in a competitive marketplace. They will share how collaboration led to significant advances in their own individual businesses over a short period of time.

Learning Objectives:

• Understand how collaboration has improved the business of these 3 business practitioners.
• Find ways to increase your opportunities through education.
• Learn how the CRES program can open the doors to collaboration in your area, and what that could do for your business practice

Registation Links:

  

Registration Deadline for LIVE Webcast: June 20, 2023 at 11:59 p.m. ET

On-Demand Webcast is Available Until: June 21, 2024

Registration Information:

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. Same-day LIVE registrations are currently not available.
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts are available through the link above. On-Demand webcasts include: unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. On-Demand webcasts are typically available one week after the live webcast takes place. Login to Learning Activities to view the course on your dashboard.
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained.

Continuing Education: 1 NTSA, 1 ASPPA,  1 NAPA Relevant, 1 PSCA Relevant

Questions? Contact our Customer Care team [email protected].