Employer Sponsored Retirement Planning for Business Owners
Itinerary
11:45 a.m. Networking
12:00 p.m. Lunch
12:25 p.m. Business/Announcements
12:30 p.m. Presentation
1:15 p.m. Conclusion
About the Speaker
Bill Robertson has been in the financial services industry working with retirement plans for 25+ years, and he is the Regional Sales Consultant for Definiti, covering the states of IA, MO, KS, NE and MN.
Definiti is an independent Third Party Administration (TPA) firm whose legacy companies have been in business for over 50 years. They team with financial advisors, CPA’s, Attorneys, business owners and other centers of influence to provide consulting for businesses who are looking to implement and/or improve an existing company retirement plan to help meet their business goals/needs, and create a valued added benefit to their employees.
The Definiti staff is among the leaders in the retirement plan industry with over 300 employees and 15,000 plans services.
In his career, Bill has fielded over 100,000 consulting calls with financial advisors on a vast array of retirement plan topics and has either directly or indirectly helped guide advisors to help sell/service over 2,000 retirement plans. Bill prides himself on taking complex retirement plan topics and making it easy for people to understand.
