Welcome to the
TD Ameritrade Institutional
Conference Resource Center

2019 Retirement Plans Bootcamp Chicago

Introduction and Welcome

Jeff Hommel, Vice President, Retirement Plan Solutions, TD Ameritrade Institutional

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Take your retirement plan practice to new heights Jeff Hommel

Jeff Hommel, Vice President, Retirement Plan Solutions, TD Ameritrade Institutional

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The TD Ameritrade Retirement Plan

Frank Pitten, National Sales Director, Retirement Plan Solutions, TD Ameritrade Institutional

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Where do you stand as a fiduciary?

Todd Berghuis, Senior ERISA Counsel, Integrated Retirement Initiatives

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401(k) sales: How to close more in less time

David Greene, Managing Partner, Greene Consulting
Ross Greene, Founder & CEO, Greene Consulting

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What is your service model?

Todd Berghuis, Senior ERISA Counsel, Integrated Retirement Initiatives

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A Real-Life Case Study

David Greene, Managing Partner, Greene Consulting
Ross Greene, Founder & CEO, Greene Consulting

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