Meeting Details

Schedule/Additional Infoexpand_more
Events
NTSA Webcast: The Evolution of Building a Career in the K12 Marketplace-OD
1.00 ASPPA
Date:
August 27, 2019 To August 27, 2020
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Format:
Recorded Webcast
Credits:
1.00 ASPPA Credit
1.00 ERPA
1.00 JBEA Non-Core

Speaker: Phil Kim, CFP, ChFC, RICP - Managing Director, Signature Wealth Concepts

Experience Level for Attendees: All

Target Audience: Advisors (both experienced and new); home office employees; TPA's; Managers

Keywords: 403b, CRES

IRS Program Number: CZTXU-Q-01087-19O

Description: Building a career within the 403b marketplace can be the most gratifying and rewarding business model for an advisor. But, it does not come without challenges. A 17-year practitioner and executive manager who has worked with thousands of clients and advisors, Phil will share how his practice has evolved over the years within the School marketplace.

Recorded webcasts are available for one year after their live air date.

  • List Price: $99.00

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