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Gain a deeper understanding of the thinking behind investment philosophies with the guidance of our Chief Market Strategist.



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Got Benchmarking? 

Ensuring plan fee reasonableness is a Fiduciary obligation and benchmarking can help. This webinar will review benchmarking best practices including why quality, service, value, and extras are key considerations.

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Retirement plan fraud & retirement security

Retirement plan assets are an attractive target for fraudsters, and cybercrime is growing. Learn about recent LIMRA research reflecting on in-depth discussions and subject matter experts as we discuss trends, targets, and practices to protect assets.

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Retirement Consultant Institute

Personalized training and resources for retirement plan professionals to help improve efficiencies and performance.

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Rethinking your profitability and staffing model

Access the replay to hear from Practice Management Consultant Randy Fuss, CFP® on starting 2023 well. Coach Fuss works through some effective practice management tactics with a combo webinar highlighting the best of his profitability workshop with staffing considerations. Recorded live November 10, 2022.

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Effective time management

Recorded live August 25, 2022. Hear from Randy Fuss as he coaches you on strategies that, with repetition, can help you create practice management efficiencies—yet simple enough to fit on an index card.

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