PEP Certification Program for RIAs and Advisors
IF YOU AREN'T TALKING TO YOUR PLAN SPONSOR CLIENTS ABOUT PEPs, SOMEONE ELSE WILL.
3-hour ‘live’ interactive workshop:
- Learn why PEPs are here to stay and why you should participate in this burgeoning industry.
- Learn how to easily and effectively add Pooled Employer Plans to your firm’s business model.
- Learn how to rely on industry experts as your PEP “partners for success”.
- Only $149 per attendee for comprehensive training & certification (group rates available).
PEP Certification Program for RIAs & Advisors
PEP training & certification workshops for RIA firms and plan advisors