Fiduciary Awareness Day® Email Formats

About Fiduciary Awareness Day®

When the idea of Fiduciary Awareness Day® first started, the goal was to create an annual event that will be hosted on March 16th (3/16), March 21st (3/21) and/or April 8th (4/08) that would bring together the best retirement plan advisors and teams who want to discuss the innovative trends, concerns and initiatives in the retirement plan space. What is unique about this conference? The speakers are thought leaders in the industry with a track record of new insights, materials and service models that extend beyond theory to the actionable. After 13 years of meeting with advisors one thing stands out, advisors want to differentiate themselves with innovative ideas, drive value to their clients and limit the liability to themselves as well as their clients. Knowing that information and feedback received from advisors, the objective is to have peer to peer panel discussions that will get everyone thinking about how to make their practice and our industry better. Being a fiduciary today is more important than ever. The agenda will be compelling and ultimately will drive advisor attendance. The advisors that will be in attendance want to learn so they can provide more value to their clients and prospects. The goal is to take the conversation away from the basics of a “new plan feature” and elevate that into how advisors can best implement that into success for the plan sponsor to drive better plan results and participant outcomes.

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