Throughout two and a half days of scheduled programming, advisors are equipped with information, training, and tools they need in order to include Direct Investments and Investment Advisory products in their clients’ portfolios. A combination of general sessions with keynote speakers, breakout product presentations from sponsors, and peer-led advisor roundtables is used to create an atmosphere that facilitates learning and encourages dialogue.
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM