Скачать или смотреть The Fight for Financial Wellness: How to Overcome Plan Sponsor Objections

Financial wellness is getting all the attention—at least within the industry. But how well is it translating to the general public, and does the CFO really understand its value? Join John Sullivan and JP Morgan along with a panel of the 401(k) Specialist Magazine Top Advisor by Participant Outcomes (TAPO) nominees to discuss the most common objections advisors hear from plan sponsors about implementing financial wellness initiatives, and how to respond to them.

Speaker(s):

John Sullivan, Editor-in-Chief, 401(k) Specialist
Jeffery Acheson, Chief Business Development Officer, Independent Financial Partners (IFP)
Jane Hagen, Senior Vice President, Tri-Star Trust Bank
Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group
Marta Rodriguez, Retirement Business Director, J.P. Morgan Asset Management