Pensionmark Financial Group, LLC is hosting its Fall Sales Conference at the Hard Rock Hotel in San Diego, CA.
Over the next three days, conference speakers will discuss industry trends and changes, and how advisors can leverage the Pensionmark infrastructure to integrate these trends into their practices. Subjects include 3(38) investment advice, participant advice, and financial planning, repositioning financial wellness, managed account programs, enhanced proprietary technology and deliverables, pension risk transfers, and executive compensation solutions.
Additionally, three expert panels will provide insight on current market and economic events, plan sponsor trends and an open forum with Pensionmark executives.
“We have experienced yet another record year in organic and inorganic growth and opportunity for our advisors and our firm,” Troy Hammond, President/CEO comments. “We welcome the opportunity to share the development and enhancements in our advisor services, and to educate and collaborate to ensure we continue to maintain our position as leaders in our industry.”
About the Pensionmark Advisor Support Program
Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of support services creating the foundation to position their practices for long-term growth without losing the spirit of independence. Advisors benefit from the size, strength, and relationships of a national consulting firm with Pensionmark’s centralized service model with time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, and compliance support.