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Join Ross as he talks with Brian Graff, CEO of the American Retirement Association. We all have our stories about how we got into the retirement plan industry-hear Brian’s personal story. What is his perspective on ESG funds, are they a must-do for retirement plan advisors? Learn more about ESG(k), NAPA’s new certificate program. What might the Biden administration mean for the retirement plan industry, specifically surrounding the fiduciary rule? What potential changes regarding the tax code should be on our radar? What is the biggest potential legislative change that our industry may not be paying enough attention to, and why could it create opportunity for advisors? As Brian nears his 25th anniversary as CEO of the American Retirement Association, hear what he is most proud of looking back, as well as what he hopes for in the coming years.
Resources:
By Ross Marino5
1818 ratings
Join Ross as he talks with Brian Graff, CEO of the American Retirement Association. We all have our stories about how we got into the retirement plan industry-hear Brian’s personal story. What is his perspective on ESG funds, are they a must-do for retirement plan advisors? Learn more about ESG(k), NAPA’s new certificate program. What might the Biden administration mean for the retirement plan industry, specifically surrounding the fiduciary rule? What potential changes regarding the tax code should be on our radar? What is the biggest potential legislative change that our industry may not be paying enough attention to, and why could it create opportunity for advisors? As Brian nears his 25th anniversary as CEO of the American Retirement Association, hear what he is most proud of looking back, as well as what he hopes for in the coming years.
Resources: