Webinar Overview

Join us for part one of a two part series. In the first section, we will discuss how you can help small and owner-only businesses utilize qualified plans to help shelter income from taxes.

Unable to attend? You can still register and we'll send you the recording once it's available.

What You Will Learn

  • Identify opportunities among new prospects and your current book of clients
  • Gain an understanding of how to diversify your revenue stream with qualified retirement plans
  • Best practices for gathering data
  • How Manning & Napier's solutions can help

Speakers

James Esposito, QPA

Qualified Plan Consultant

Christopher LaBounty, CIMA

Vice President/Advisor Consultant

Register Now