PENTalk™ - How to Survive and Thrive in The Age of Change Within Trust and Wealth Management

PENTalk™ – How to Survive and Thrive in The Age of Change Within Trust and Wealth Management

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By Mary Read

“Join us as we discuss major trends creating opportunities and challenges for trust and wealth management departments. Topics include:

Regulatory: The impact of the DOL Fiduciary Rule
Markets: Entering an era of more modest investment returns
Demographics: Adapting from accumulation to decumulation
Technology: Robo Advisors – Wave of the future or current fad?”

Author

Mary Read

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Read is a frequent speaker and contributor to financial industry publications, teaches pension classes for financial professionals of major financial institutions, and has been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA, Million Dollar Round Table (MDRT) and the Form 400. She is the National Director of Qualified Plan Marketing for Pentegra.

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