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Mark your calendars for The Convergence of Wealth and Retirement webinar

Thursday, October 17th | 2:00 PM EST | Click HERE to Register

Please join Envestnet and Empower to discuss why now is the time for Wealth Advisors to pursue Workplace Retirement Plans with your business owner clients.  In this session we will discuss the rise of small-business retirement plans, how you can minimize fiduciary concerns, and grow your practice while providing personalized retirement solutions at scale.

According to Cerulli Associates, defined contribution plans are expected to hold over $12.5 trillion in assets by 2027.¹ So, we invite you to join us as we discuss:

• Why now is the right time for advisors to target the 401(k) market.
• Opportunities that come with the retirement plan business and consequences of wealth advisors not engaging with business owner clients on their Retirement Plan needs.
• Envestnet Retire Complete an innovative technology that can help advisors save time, reduce costs, minimize risk, and increase efficiencies while offering a range of retirement savings resources.

Click HERE to Register

Please free to reach out to ERS-sales@envestnet.com with any questions.

 

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