Episodes

Friday Oct 08, 2021
Brett Shofner - Live@Chicago Institutional Investor RPAS Conference
Friday Oct 08, 2021
Friday Oct 08, 2021
- Federal mandate on retirement plans might be coming with 'Build Back Better', what it means for advisors and who will benefit most.
- Brett tells a very long story about how somebody gave him beer in an RV.
- Solving your customers needs when it requires the plan sponsors to participate.
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