Webinar: Using Your Retirement plan as a Recruiting Tool

Using Your Retirement plan as a Recruiting Tool

ABOUT THE WEBINAR:

Learning Objectives:
• American Worker Survey Highlights
• Plan Sponsor Attitudes Survey Highlights
• Understanding and Promoting Retirement Readiness

ABOUT THE SPEAKERS:
Adriana Ramos Courts AIF, Financial Advisor, Preisz Financial
Tom Davenport AIF, CFA, CRPS, CIO, and Shareholder, Preisz Financial
William Preisz AIF, CPA, CRPS, Director, Retirement Plan Services and Shareholder, Preisz Financial

After registering, you will receive a confirmation email containing information about joining the webinar.

*THIS IS A LIVE SESSION WHICH WILL ALSO BE RECORDED AND AVAILABLE ON-DEMAND. REGISTER TO RECEIVE THE ON-DEMAND LINK AUTOMATICALLY WHEN IT IS RELEASED.*

CMGMA webinars are approved for 1.0 CE credit hour of LIVE learning from MGMA state for those attending the live session.

CMGMA Webinars are approved for 1.0 CE credit hour from MGMA state for on-demand listening.

CMGMA Webinars are approved for 1.0 CE credit hour from AAPC for those attending the live session.