Solutions & Services

Educational Seminars and Workshops

The Retirement Learning Center understands the importance of educational programs that are practical and actionable, rather than merely theoretical. To this end, we offer a series of educational seminars and workshops designed for financial professionals that cover a broad range of topics, from sales and distribution strategies, to advanced plan design techniques.

Stock Presentations

The following is a partial listing of available topics.

  • Qualified Plan Design and Sales Strategies
  • Niche Plans: 403(b), 457, and Nonqualified
  • Fiduciary Issues and Solutions
  • Industry Insights and Trends
  • Helping TPAs Increase Revenue Through Consulting Services
  • TPA Frontline Supervisor Training
  • The TPA as a Business Partner: Maximizing Your Effectiveness by Leveraging TPA Relationships
  • Finding Your Niche in the Retirement Marketplace
  • Successful Search and Finals
  • Rollovers—currently offered under exclusive arrangement through Columbia Management Distributors.

Custom Programs

Clients also have the option to work with our seasoned consultants to design custom educational programs. Following a content needs assessment, RLC develops custom content based on the client’s unique needs and goals. The content can be delivered in a variety of formats, including, but not limited to, the following specific examples:

  • scripted PowerPoint® presentations,
  • workbooks and interactive exercises,
  • web casts, and
  • practice management collateral pieces.


Educational Seminars and Workshops

Industry-Wide Designations and Internal Certifications

Outsourced ERISA Consulting

Investment Strategy Solutions

Business-Building Collateral Material


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