Speaking Engagements

> What most impresses Norm about Charlie’s approach is that, like AEM’s, it emphasizes diversity.

Speaking Engagements

The 5500 and Beyond

Start using the 5500 for more than uncovering plan assets Use it as a tool to demonstrate your expertise and build confidence in your relationships with plan sponsors.

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Most advisors have never read a 5500 and the code section to the 5500 cover to cover. This course teaches you how to unlock the 5500's valuable data for marketing and sales opportunities and to uncover compliance and plan design issues.

The result: increased confidence, expertise and sales.

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. Epstein Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.