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We’re excited to present to you M’s Retirement Forum 2022 on May 25. For the second year in a row, this program will be a virtual event.
The M Retirement Forum brings together members of M’s Member Firm community, our recordkeeper partners, and M leadership to explore opportunities and issues facing the qualified plan industry and your business. Sessions and roundtable discussions are specifically designed to support the needs of M’s retirement plan advisors and team members.
You’ll gain practical insights and perspectives to help you manage and grow your qualified plan business. We look forward to seeing you virtually!
Speakers:
Shelley Sievers, Head of Retirement Services, M Financial Group
Session Description:
Get the latest from the Retirement Services team on recent changes and upcoming initiatives.
Speaker:
Brian Graff, CEO, American Retirement Association
Session Description:
Drawing on insights gained from the recent NAPA 401(k) Summit, NAPA Executive Director Brian Graff will share his views on the legislative and regulatory priorities that are expected to shape the industry in the months ahead. Brian will explore what’s going on behind the scenes on Capitol Hill and how to position your practice for these changes.
Speaker:
Bonnie Treichel, Chief Solutions Officer, Endeavor Retirement
Session Description:
To compete in today’s market, investment advisors must deliver comprehensive support to their plan sponsor clients. Unfortunately, this often leads to poor service, liability risk, and lost business. Building a framework for retirement plan governance can help to streamline practice management while simultaneously providing higher quality, compliant service to plan sponsors and participants. During this session, you’ll learn how extending plan governance beyond an investment policy statement to day-to-day workflow can ensure the most effective benefits structure for participants.
Speaker:
Sheri Fitts, Founder & CEO, Sheri Fitts & Co.
Session Description:
When it comes to choosing a financial advisor, investors are increasingly turning to the internet rather than referrals from family and friends. Your firm’s website provides a powerful way to build influence, communicate, and differentiate your services from the competition. As a seasoned retirement industry professional with vast experience in digital, social media, and email marketing, Sheri will share tactics you can use to build a web presence that:
Moderator:
Matt Richards, Retirement Services Consultant, M Financial Group
Session Description:
Gain insight from M colleagues and share ideas and best practices in small group breakouts.
Gain insights into the value of building a framework for retirement plan governance. Learn from Bonnie Treichel how streamlining your practice management approach can help you deliver higher quality client service.
Meet with Member Firm colleagues to explore how qualified plan trends impact your business. Discuss best practices that can help you manage a successful qualified plan practice.
Digital marketing expert Sheri Fitts will discuss the role your firm’s website plays in driving business growth. She’ll share strategies to help you build a stronger web presence that distinguishes you as a financial advisor.
Our featured speakers include leaders in the industry with deep expertise and valuable insights for M's qualified plan advisors and Member Firm team members.
