The event series entitled SDBA & In-Plan Advice: A Growth Formula Workshop is designed to demystify and educate financial advisors on Self-Directed Brokerage Account Management and the coming trend toward providing In-Plan advice to retirement plan participants. Brokerage windows are now open in well over 100,000 workplace 401k, 403b, and 457 plans across the country, and the list of open plans grows every day. This provides financial advisors with one of the most innovative and rewarding practice growth opportunities the industry has seen in decades.
82% of financial professionals
expect increased public demand
for financial planning over the
next 5 years, driven by individual
retirement needs and younger
generations seeking advice.
Start capturing new AUM with
SDBA, create reoccurring revenue
from your in-plan advice,
and ride the big wave ahead.
Through these workshops, we’re bringing our vast expertise and proven SDBA playbook
directly to financial advisors who are ready to scale and accelerate their businesses.
Vice President - Great Lakes Region
Mike Jenco, AIF®, BFA™
Vice President - Mountain Region
Neil Nakagawa, AIF®
Vice President - West Region
Vice President - Southeast Region
Parker Mosley, AIF®
Vice President - South Central Region
All advisors are welcome, but registration is limited.
Founded in 1984, The Pacific Financial Group, Inc. (TPFG) is an SEC-registered investment advisory firm and dynamic wealth management innovator that focuses on the group retirement space. The firm was an early pioneer in the evolution of Self-Directed Brokerage Account Management (SDBA) for 401(k), 403(b), and 457 plans. Strategy PLUS is the firm’s flagship investment platform that offers a unique blend of choice, talent, and sophisticated modeling not found in traditional retirement plans. The firm also offers Separately Managed Accounts, Core Retirement Optimization, and a Variable Annuity Program. See www.tpfg.com.
Disclosure: Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”) a Registered Investment Adviser. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting, or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. TPFG is not affiliated with any of the strategists mentioned above.