I will conducting a workshop for the Associates of New England Financial on Friday, September 8, 2006. The Associates of the Northbrook, IL firm specialize in personal and business financial programs, with emphasis on estate growth, wealth accumulation strategies, minimizing taxes, employee benefits, and maintenance of business interests.

My topic will be Targeting The Retirement Plan Market focusing on how Associates can help business owners accomplish their retirement plan objectives and in the process:

  • Add value to client relationships
  • Prospect, qualify and close retirement plan business
  • Use retirement plans to grow individual clients

The workshop will include an overview of how the new Pension Protection Act of 2006 can be an important planning tool for their client retirement plans. The meeting runs from 10:00 a.m. to 12:00 p.m. in their offices in Northbrook, IL.