Training Your Team for the Retirement Market

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Training Your Team for the Retirement Market

• BISA Annual Convention
• March 12
• Hollywood, FL

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Panel Objectives

• Discuss various levels and approaches to helping
  staff understand the Retirement Market
• Share experiences
• Help participants to better determine what
  approaches are best for their institutions.

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Panelists

• Michele Lind,
• Amcore Investment Group
• Sherri Donaldson,
• MT Securities, Inc.
• Bruce Hagemann,
• Compass Brokerage, Inc.

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Institutional Profiles
Amcore Compass MT Bank
Assets 5.3B 34B 56B Branches 61 (FS)
415 670 Brokerage Revenue 3M
45M 64M Ded Reps 13 90 225
Platform Reps 65 600 1.173 Clearing
firm/TPM NFS Pershing Pershing
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Agenda

• Why is retirement training important?
• Summary of current efforts
• Experiences and plans
• Budget issues
• Measuring returns

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