Held Away Heroes!

Illustration of a man and woman dressed as superheroes with dollar signs on their costumes, standing side by side.

Calling all Independent Investment Advisers!

Join us for our weekly discussion on how to easily become even more of a Hero to all your clients by providing (uber compliant and scalable) advice to "held-away" assets like 401(k) and 403(b) accounts.

Block off 44 minutes on an upcoming Thursday to learn:

  • Why you can write your own "David and Goliath" story as the largest firms out there can't compete (for now).

  • How to compliantly work with "held-away" accounts.

  • How PlanConfidence's Software as a Service (SaaS) can help you scale and get paid for your “held-away” services.

Thursdays 1pm - 144pm EST

Kevin will give a 34 minute live presentation followed with 10 minutes of your Questions & Answers.

Don’t Delay! Save your seat today!

Save Your Seat