Seminar: Growing Your Book of Pension Business

We are pleased to present our inaugural full-day seminar for Financial Advisors.  This program has been specially designed for advisors who want to:

• Increase their 401(k)/403(b) book of business
• Become more proficient in prospecting and selling in the qualified plan market
• Learn more about creative uses of qualified plans
• Provide added value services to qualified plans

This seminar will include:

• Different Flavors of ERISA Fiduciaries
  - Jason Roberts, Esq. from Pension Resources
• New Business Opportunities for Financial Advisors
  - Brent Petty, CFP from Heintzberger Payne
• Using Multiple Plans for Closely Held Businesses and Professions
  - David Kobrine, EA, ASA from Pension Benefits Unlimited
• Added Value Services/Positioning Your Business Model for the Current Environment
  - Harley Bjelland, Esq. from The ERISA Law Firm, and
  - Alison Fay, Esq. from Boutwell Fay LLP
• Referral Sources to Consider and How to Approach Them
  - Curtis Farrell, CFP from Financial Management Network
• Market Segment Drivers
• - Martha Tejera from Tejera Associates

Continuing Education:
3.5 Hours for Certified Financial Planners (pending approval)

The reservation deadline for this event is Friday, May 3, 2013.

Thank you to our seminar sponsors:

• American Century Investments
• American Funds
• BlackRock
• Great-West Financial
• John Hancock Retirement Plan Services
• JPMorgan Chase
• Principal Financial Group
• Retirement Marketing Solutions, a Mutual of Omaha Company
• TIAA-CREF
• Wells Fargo

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.