Retirement, Wealth, Benefits 'Convergence': What It Means for RPAs?
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
"Guys, try not to suck," TPSU and TRAU's Fred Barstein said by way of advice to his fellow panelists at the opening session of the Viking Cove Institute's Industry Leaders Summit in Phoenix, Ariz. on Friday. The session, simply titled "Convergence," included high-profile industry personalities Jeff Cullen of SRP and MarshBerry's Rob Madore. It tackled the always popular topic of marrying wealth, benefits, and retirement.
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
Converging Retirement and Wealth Management: VCI Industry Leaders Summit
Industry experts discuss how advisors can achieve both wealth management and retirement planning success during Friday session at the VCI Industry Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
A wide-ranging agenda full of timely and thought-provoking topics captured advisor attention at last weekend’s Viking Cove Institute Industry Leaders Summit at the Omni La Costa Resort in Carlsbad, Calif.
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
Hybrid 401(k)s, Protected Income and More: Quick Takes from the VCI Leaders Summit
An elite group of retirement advisors and investment professionals gathered at the Omni La Costa Resort for the three-day event, discussing key issues including guaranteed income, managed accounts, financial wellness, DE&I, ESG and 401(k) plan design. Weekend highlights also included an intense Ethics CE course led by retired Navy Seal Jon Fussell and several Friday sessions devoted to financial wellness from Financial Finesse.