Webinar Registration

Technology to help you manage held away 401
(k) Assets
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, October, 26 • ET • 60 minutes
Peter Nolan
VP, Enterprise Development Pontera
Joel
Joel Larsen, CFP®, AIF®
Financial Planner

What You'll Learn

I am delighted to have the Pontera platform (p.k.a. Feex) back to show you how you can use their solution to manage a clients’ held-away holdings such as those held in a 401(k). Join me for this webinar to see how the can enable you to execute a sell, buy or exchange order on behalf of their…

Register for Webinar

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