Broker Dealer Round Table & Advisor Forum
Sunday, December 7 – Tuesday, December 9, 2008
PGA National Resort & Spa
Palm Beach Gardens, Florida
Conference Information and Registration Forms Pending

• Network with colleagues
• Learn best practices
• Get an analysis of market trends

The DCP Institute is a annual conference where top retirement advisors, broker dealers, and providers come together in an informal resort setting to share best practices, discuss 401(k) industry trends, and build relationships.

Hosted by 401kExchange and Boston Research Group, the DCP Institute features DCP research and insights from a variety of industry thought leaders. Connect with other professionals in the retirement industry, and understand the trends and direction of the industry from leaders in the field. Gain valuable market intelligence that you can turn into action in your own business.

Planned sessions include:

• Best practices from top advisors (panel discussion)
• What sponsors really want from their retirement advisor
• Provider due diligence
• Investment due diligence
• Managing fiduciary risk
• Cross-selling and developing a successful IRA practice
• Wholesaler best practices
• Broker Dealer Round Table

The PGA National Resort & Spa is a world-class golf resort located in beautiful Palm Beach Gardens, Florida, near the 401kExchange headquarters. Resort amenities include 5 golf courses, 19 tennis courts, private lake and beach, 9 pools, and excellent dining choices.

The contact information is being revised and will be available in the near future.  Thank you.