The Retirement Pro’s Playbook: A Guide to Making Your QDIA a Winner Through Personalization.
Thursday, January 30, 2020 2:00 pm EST
Sponsored by

Presenter
Loukas Stephens
Vice President
Fisher Investments
Institutional
Matthew Brown
Vice President
Personalized Retirement Outcomes
Fisher Investments Institutional
Moderator
Randy Myers
Senior Contributing Editor
PLANSPONSOR / PLANADVISER
Defined contribution plan sponsors and retirement plan advisors are becoming increasingly aware of Retirement Managed Accounts and the potential benefits they could deliver to participants. Intrigued by the upside, but hindered by “new and different,” sponsors and advisors need guidance on what to do next.

In this educational webinar, Fisher Investments Institutional will provide sponsors and advisors a ‘playbook’ on how to confidently discuss and evaluate Retirement Managed Accounts within traditional methods and beyond.






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