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2011 Attendee Testimonials

"Attended to get insight into what other companies are doing for wellness, cost containment for healthcare, employee engagement and communications and education. Taking back lots of good ideas..."


"The presenters were very knowledgeable. I also appreciated the depth of the presentations. This was definitely information I’ll be able to use."
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Travel & Venue Info


JW Marriott Desert Ridge
5350 East Marriott Drive
Phoenix, AZ 85054

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Monday, September 10, 2012

11:00 a.m. - 12:00 p.m.
Track: Retirement Plans View Track

FUTURE PROOF YOUR PRACTICE - HOW TO GROW A VIABLE RETIREMENT PLAN PRACTICE IN THE DISCLOSURE ERA

James Holland, Director of Business Development & Assistant Compliance Officer, MILLENNIUM INVESTMENT & RETIREMENT ADVISORS LLC

With the enactment of the new regulations, 24/7 media coverage, participant access at the touch of a button, how do you show your value add? Fiduciary Roles, ERISA Compliance, Education or Advice. How are you finding new prospects & clients? How are you developing relationships with other professionals? Marketing/presentation where do you turn to for help? Come hear real life, straight forward practical advice, ideas you can immediately take back to your practice and implement.

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