WEBCASTS

Envestnet Retire Complete: Turnkey Retirement Solution for Wealth Advisors

Today, many firms lack the ability to give their employees robust retirement options. Your clients are looking to you for solutions for their retirement goals.

Join the professionals at Envestnet and Empower for a webcast on February 28th at 2pm ET to learn all about potential turnkey retirement solutions for wealth advisors.

February 28, 2024

11am PT | 2pm ET

1 CE Credit

SUMMARY

The retirement landscape today
An overview of Secure Act 2.0
How to gain efficiency and help your clients meet their retirement goals

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Sean Murray, CFA

Head of Retirement
Envestnet

Kenneth J. Munro

National Sales Director
Empower

Robert Huebscher

Vice Chairman
VettaFi

Disclaimer
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Important Disclosures

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this email is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon and risk tolerance. Past performance is not indicative of future results.

Retirement plan sponsors will always retain some fiduciary responsibility and should therefore conduct their own initial and ongoing research and due diligence on third party service providers, including but not limited to trustees, investment managers, recordkeepers and third party administrators.

Envestnet, 1000 Chesterbrook Blvd #250, Berwyn, PA 19312