Join us for lunch on October 9th as we uncover the secrets to growing your assets through retirement plans.
Trinity’s experienced Retirement Plan Consultant, Doug Stalter, QKA will spend the first hour identifying retirement plan clients and show you how to build your own prospecting system for finding new opportunities.
Trinity’s Regional Cash Balance Specialist, Tom Carline, CPC, QPA, QKA will solve practical issues with retirement plans by helping you understand basic and advanced plan design concepts, maximizing tax deductions, and cash balance plans.
In just two hours, David and Tom will give you the tools to efficiently win and serve your next retirement opportunity.
Click on the Register box below to RSVP.