Today, more than ever, many in the retirement industry are faced with a common challenge – how to address one’s financial needs while remaining competitive. Finding a solution to this problem begs the question: Why is there an increased number of Managed Accounts in retirement plans?

For 30 minutes, join Jerry Cicalese and Wes Schevers as they discuss:
  • How Managed Accounts are adding value for Advisors
  • Tips for engaging with participants when transitioning to Managed Accounts
  • A possible solution to the challenge
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*Please note, this webinar is exclusively for retirement plan advisors*

Meet the Speakers!
Jerry Cicalese, CPC, AIFA®, SVP, Strategic Partnerships of Sentinel Benefits and Financial group is excited to team up with LeafHouse Financial’s Wes Schevers, MBA Vice President of Sales Fiduciary Solution.