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Bill Sweetnam presents at 2007 IRA Rollover Summit July 9-10, 2007
 
 

 

Posted: 5/15/2007

Bill Sweetnam will present at the 2007 IRA Rollover Summit on July 10, 2007 in Cambridge, MA on a panel titled, “Regulatory and Legislative Update: Pension Protection Act Impact.” The conference is presented by Financial Research Associates, LLC, and promises to provide the most up-to-date information on the rollover market in a format that will allow you to:

•participate in a more interactive, round table format,

•spend more time with fellow retirement industry colleagues,

•and hear from a roster of speakers representing the best in the industry.

The Summit this year raises key questions about the rollover business:

• How are firms improving the complex rollover process and how are advisors using those techniques?

• What is the latest research from leading research firms —and how can you reshape your rollover strategy to address new findings?

• How can Boomers crack their retirement nest egg without

scrambling their assets? Don’t miss the keynote speaker, author Margaret Malaspina as she shares her insights into the realities of investors’ behavior when faced with rolling assets.

• And much more…

For more information please click here.

 
     
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