Pershing’s Education and Development Series is a curriculum-based program designed to help you grow your business, offering insights from leading industry authorities and Pershing subject-matter experts on practice management, investment solutions and flexible technology. Join us for our September webcasts, which will feature the following topics:
| September 3 | Leverage Lower Cost Retirement Solutions to Streamline and Grow Your Practice This session highlights Pershing’s low-cost mutual fund-only retirement solution and presents you with ways to simplify your retirement business, gather more retirement assets, and improve your overall investor experience. |
| September 10 | Understand Your Business and Clients with Business Intelligence The session highlights analytics and business intelligence tools (eAnalytics 2.0, Analytical Dashboard, Albridge Data Warehouse integrated with NetX360®). |
| September 24 | The Changing Retirement Opportunity Featuring experts from INVESCO |
Please share this invitation with colleagues who may find these presentations useful.