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…

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What You'll Learn
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Webinar Description

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 clients, opening avenues of opportunity for you to add value and improve financial outcomes for your clients. Plus, financial planner Joel Larsen will join to share his experience using the technology with his clients.

I think now it's particularly important that clients have professional management over all of their assets.