Onsite Seminars
All Course Levels
We do private onsite seminars, too! We'll send our speaker to a location of your choice to present a program customized to meet the educational needs of your retirement plan professionals and staff. Planning your own private seminar allows you to:
Eliminate nonessential topics and choose only topics that directly relate to your staff's professions or your business. Piggyback your own regional, sales, training, or awards meetings with an onsite educational program.
Save on staff travel and hotel expenses by having the speaker come to your home office. Select the date and set the agenda times to meet the work and travel schedules of your staff.
Provide ample time for more in-depth coverage, as well as questions and answers. Present information to your staff at the right level, based on their current knowledge, background, and experience.
Clients tell us that training staff and keeping them up-to-date on the legislative changes affecting retirement plans is one of the biggest challenges in the industry today. Our onsite seminars can help you meet that challenge! For more information or to plan your next onsite seminar, please submit a Call Me request.