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2015 BPAS Partner Conference Slide Presentations

Aug 17, 2015 BPAS Partner Conference

As many of you know, the BPAS Annual Partner Conference is a national event we host for the benefit of our financial intermediary partners. This year, we spent three days at Le Méridien Hotel in Charlotte, North Carolina. Thanks to everyone who joined and supported us. It was a huge success.

We know everyone who attended walked away with new knowledge and connections to help grow your business. If you were unable to attend, don’t worry. We compiled all of our speakers’ presentations for you to view at the convenience of your home or office.

After viewing each presentation, please share your thoughts in the comments area below. We look forward to seeing everyone again next year.

Market Insights from BPAS

Broadening the Scope of Your Practice from BPAS

Creative DC/DB Plan Design & Case Studies from BPAS

Participant Education from BPAS

How to Add VEBA Plans to Your Production Portfolio from BPAS

Growing Your Practice in a Fee-Compressed Environment from BPAS

Maximizing Plan Assets from BPAS

Growing Your Practice in a Fee-Compressed Environment – Jason Disco from BPAS

Grow Your Practice with Customized Collective Trusts for 401K Model Portfolio from BPAS

Maximizing Resources in the BPAS Advisor Portal from BPAS

The Inside Scoop from BPAS

Panel Discussion: Practice Management from BPAS

Stopping the Race to the Bottom – Thomas Kmak from BPAS

Fee Policy Statement Kit: Best Practices for Managing Plan Expenses – Brian Bouchard from BPAS

The Finalists Presentation: Presenting our Partnership – Paul Neveu & Liz Kaido from BPAS