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Alice Whinnery (former CPA from PriceWaterhouseCoopers) and a Workplace Financial Education Specialist for more than two decades will sit down and chat with me.
Advisors will hear about bundling educational solutions. Alice will discuss how to help employees and plan participants free up funds to improve their retirement investing and savings.
We will also touch on how using education as a service can help you differentiate you from the other firms you may be competing against.
It's good to talk.