As a financial advisor, your focus should always be on helping your clients find their path to true wealth through proper retirement planning.
But often your focus is likely pulled in a different direction – toward compliance or marketing or managing your website. And while you’re busy handling those other aspects of your business, your clients’ needs may change – maybe because of new legislation, uncertainty in the markets or something else.
Be prepared to handle whatever your clients face by joining us on July 20 in San Francisco for Excell Focus | Retirement Planning, hosted by PIMCO and Carson Group. You’ll also receive three hours of CE credit for attending. But space is limited, so reserve your spot today for free!
When: July 20, 2022, 12-5 p.m.
Where: Grand Hyatt San Francisco