Webinar Overview

Join us for the conclusion of our Two-Part Webinar Series focused on unlocking the power of qualified plan designs to grow your book of business and help business owners. In the second session, we will review case studies from basic SEPs to Defined Benefit/Defined Contribution arrangements for the vast owner-only marketplace. We’ll discuss how to identify wide-ranging opportunities found in your book that would benefit from these alternatives.

Approved for 1 CFP CE credit.

Interested in earning CE credit? After the event, attendees will be emailed a survey to fill out to earn credit.

If you haven’t already, we encourage you to register for Part One of the Series. Please note it is not necessary to attend Part One in order to get value out of Part Two. Unable to attend? You can still register and we'll send you the recording once it's available.

What You Will Learn

  • Ways to determine the ideal arrangement for owner-only businesses in various situations and income brackets
  • How to diversify your revenue stream with qualified retirement plans
  • How Manning & Napier can help you execute on these opportunities


James Esposito, QPA

Qualified Plan Consultant

Christopher LaBounty, CIMA

Vice President/Advisor Consultant

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