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.