Fiduciary Excellence Forum Registration is Closing: Less Than 24 Hrs Left

Are you wondering about what is in store for your qualified plan business in 2021 and beyond? Do you feel like things are changing too fast, first with the pandemic related changes, and now with PEPs and other new developments for fiduciaries?

We can help you untangle all those challenges and help you grow in these uncertain times. Fiduciary Excellence Forum 2021 is a boutique event for advisors who want to grow their business. Grow by being fiduciary leaders and experts.

Two days of presentations with speakers such as Phyllis Borzi, Skip Schweiss, Retireholi(k)s, Fred Reish, Marcia Wagner and other ERISA and fiduciary experts! Prices range from $395 to $1,795 at the VIP PRO level.

BONUSES: we just added two special bonuses to Gold level or above.

• 4 session in-depth marketing workshop recordings that cover email marketing, landing pages, marketing quizzes and much more. After watching these 4 sessions, you will be equipped with the best tools and latest techniques to win qualified plans like never before.

• Special live marketing training with our in-house expert Daniel Satchkov, who sold $12M+ of qualified plan software through digital marketing alone and worked with some of the most successful plan advisors. This 1-hour intense session is included as a bonus with any level, but the space is limited!

Do not miss your chance to be part of this event to grow your business.