The Next Triipss Webinar: Seven Sins of Succession Planning
Webinar on September 25, 2017
Advisors frequently fall into the temptation of letting time sneak up on them as they approach retirement. Many are comfortable running their day-to-day business with the overconfident expectation that the sale of their practice will be smooth and seamless. This Webinar shares the seven sins of succession planning and what can be done to avoid them.
Date: September 25, 2017
Time: 1:00 pm – 2:00 pm EDT
Mark your calendar and meet us at Pebble Beach®
November 25 - 27, 2014
Join us for our 2014 Investment Forum to be held November 25 – 27, 2014 at Pebble Beach Resorts®, located on California’s beautiful Monterey Peninsula.
Our Investment Forum is a unique opportunity to meet and interact with the Empire Life Investments team, participate in round table discussions and gather insights from industry leading experts. You’ll also be able to enjoy a world class experience and legendary golf.
If you have any questions, please contact your Empire Life Investments Sales team. We look forward to seeing you!
The Empire Life Investments Team
Join us for Mind Shift/Process Shift: Playbook for Retirement Income Planning Session
In this highly informative educational session, you will learn about the key emerging demographical trends facing our industry and be provided the tools and resources to effectively address them.
Peter Wouters, our retirement income planning specialist, will show you how to:
- Help your current and future clients save for retirement
- Challenge conventional retirement thinking about popular income planning methods
Contact your Empire Life Investments sales representative for details.