Sharpen Your Planning, Learn from Retirement Income Experts and Add Deeper Value to Your Clients.
What will the future of the financial advisory profession look like? Join some of the brightest minds in the retirement planning sphere to discuss new innovations and practical tips that will deepen your value with clients.
Focus on diving deep into one of the most powerful parts of an advisor’s value.
Understand the true impact of the SECURE Act
See how advisors are adding key tech to transform experience
Find out how key process changes can increase your value and wallet share
Thursday, May 28, 1-4 p.m.
Demonstrating Your Value to Clients with Jamie Hopkins
Panel – Live Q&A
Keynote – Subject Matter Expert
Financial Planning Accelerator
Special Price for a Limited Time
Not only do you get the Accelerator, you get everything Excell offers!