Videos and Webcasts

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

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Mary Read 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

Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA and Million Dollar Round Table (MDRT). She is the current National Chair for the Qualified Section of the Society of Financial Service Professionals. Mary is currently the National Director of Qualified Plan Marketing for Alliance Benefit Group-Pentegra.

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