National Education Conference Agenda Survey

* Please select up to three Retirement Income topics you would be most interested in attending at the NEC.

RETIREMENT INCOME PLANNING TOOLS AND METHODOLOGIES

USING INSURANCE AND ANNUITIES IN RETIREMENT INCOME PLANNING

THE ROLE OF LONG TERM CARE IN RETIREMENT INCOME PLANNING

THE RETIREMENT INCOME PLANNING PROCESS

UNDERSTANDING SOCIAL SECURITY FROM A PLANNING PERSPECTIVE

Other

* Please select up to three Advisory Services topics you would be most interested in attending at the NEC.

CONVERTING TO FEE-BASED

OUTSOURCING TO THIRD PARTY STRATEGISTS

FINANCIAL PLANS FOR A FEE

USING THE ENVESTNET PLATFORM MORE EFFICIENTLY

TACTICAL AND STRATEGIC INVESTING

BUILDING A BETTER PORTFOLIO

Other

* Please select up to three Product Information topics you would be most interested in attending at the NEC

ALTERNATIVES TO ALTERNATIVES

TAKE A SECOND LOOK AT UIT’S

THE STATE OF LIVING BENEFITS

ETF’S, WHERE DO THEY FIT, CORE AND SATTELITE

BASIC PRODUCT OVERVIEWS – e.g. what’s the difference between an ETF and a mutual fund?

Other

* Please select up to three Business Development topics you would be most interested in attending at the NEC

USING COMMUNITY AND CHARITABLE INVOLVEMENT TO DEVELOP NEW BUSINESS

HOW TO SUCCESSFULLY NETWORK WITH PROFESSIONAL CENTERS OF INFLUENCE

USING SEMINARS TO GENERATE NEW CLIENTS

SOCIAL MEDIA

USING 529 PLANS TO DEVELOP NEW RELATIONSHIPS

THE ART OF THE BENEFICIARY REVIEW

BUILDING A BRAND

Other

* Please select up to three Practice Management topics you would be most interested in attending at the NEC.

CLIENT SEGMENTATION AND SERVICE MODELS

DELIVERING MEMORABLE CLIENT EXPERIENCES

BUYING AND SELLING A PRACTICE

USING BROKERAGE ACCOUNTS TO CONSOLIDATE CLIENT ASSETS

HAVING CONTACT WITH CLIENTS THROUGH E-NEWSLETTERS

Other

* Please select up to three Technology topics you would be most interested in attending at the NEC.

DATA AGGREGATION and PERFORMANCE REPORTING

REPERTOIRE - What can it do to simplify your business?

FORMS AUTOMATION

REDTAIL - How can it help you manage your client relationships?

FINANCIAL PLANNING SOFTWARE

Other

* Please select up to three Compliance topics you would be most interested in attending at the NEC.

Regulatory landscape: Current disciplinary actions, hot topics & “red flags”

Annual Compliance Meeting

Tips for a successful audit

The dos and don’ts of advertising

Improve your use of the Smarsh email system

E&O

Other

* Please select up to three Retirement Plan topics you would be most interested in attending at the NEC.

PROVIDING ADVICE TO DEFINED CONTRIBUTION PLAN PARTICIPANTS

BUILDING YOUR RETIREMENT PLAN BUSINESS

ROTH IRA CONVERSION STRATEGIES

Other

In order to be eligible for the drawing to have $100 of your travel and lodging expenses for the National Education Conference subsidized by Symetra Investment Services, please enter your full name and email address here.