Advancing Knowledge in Financial Planning
Held in Miami Beach, Florida, over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor Summit (RPAS)-Southeast will provide senior-level executives from retirement plan advisory firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
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