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On-line practice improvement charrettes meld collaboration with best practices.


Prosperity Growth Labs 2021 Season 2 Announced for January, February, March.

Popular program renews in response to member interest and participation in the 6-episode Season 1 debut in 2020. 

Winter series set … spring, summer, and fall episodes to be announced soon.

OVERLAND PARK, KS, 30 December 2020 -- The Prosperity Network of Advisors and Cetera Financial Group’s Wealth Management team announced today they will produce and launch a Season 2 of the popular Prosperity Growth Labs series. Six episodes are slated.

Prosperity Growth Labs 2020, the curated series of 6, 45-60-minute on-line programs designed specifically for Prosperity Network members, was widely acclaimed, and embraced by Network members. Delivered by ZOOM, each session focused on a different aspect of practice management presented by industry-recognized subject matter expert, followed by a question and-answer session – and in some cases, individual follow-up sessions.

“Season 1 of Prosperity Growth Labs was a great experiment and learning process for all of us, said Paula Johnston, Prosperity Network’s Executive Director. “We had originally planned to travel to the field in several markets to launch the Growth Labs face-to-face, but when we were grounded by the epidemic, we switched gears and produced content and an experience that was enthusiastically received by our members.

“The enthusiastic response from our members was all we needed to make the decision to ramp-up production and presentation of the Growth Labs with Season 2 in 2021, she continued.

“Our focus in Season 2 will be on technology and its use for best practices across the enterprise – sales, marketing, HR, IT, legal – and beyond.”

The dates, times, and topics of the Prosperity Growth Labs Season 2 in the first quarter of 2021 are:

  • January 26, Tuesday, 3pm to 4pm, CST ... Using AdviceWorks Technology to Build Your Practice
  • February 23, Tuesday, 11am-12pm, CST ... Legacy Builder and Your Practice
  • March 30, Tuesday, 11am-12pm, CST ... Action Plan: Roth Business Building Strategies

In collaboration with Cetera Wealth Management, Prosperity Network of Advisors is pleased to launch Season 2 of its Prosperity Growth Lab series.


Tuesday, March 30, 11:00am - 12:00pm (CST)

Actionable Roth Business Building Strategies

Retirement accounts are booming! U.S. retirement assets stand at more than $32 trillion – with $17 trillion* invested in IRAs and 401(k) plans alone. (Source: Investment Company Institute (ICI), December 31, 2019)

This means there will be tremendous opportunities for financial professionals who stay up-to-date on the latest tax rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth strategies.

This informative Prosperity Growth Lab will cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.

Join us and your Prosperity Network colleagues as we welcome Brian Dobbins, Lord Abbett’s Director of Retirement Solutions in this informative and timely session as he presents and discusses a wide variety of topics focused around Roth strategies and retirement income.


During this Prosperity Growth Lab, you will learn about:

  • Actionable Roth Strategies
  • Current and new tax rules governing retirement accounts
  • Latest retirement-related proposals coming out of Washington
  • Additional Retirement topics and trends

Agenda:

  • Prosperity Network Leadership Opening Comments
  • Brandon Hamil - Cetera Financial Group – Advisory Resources
  • Brian Dobbins – Lord Abbett, Director, Retirement Solutions
  • Q and A

 

Brian Dobbins is responsible for managing Lord Abbett’s IRA business. A sought-after speaker and subject matter expert on all topics retirement, Brian is a frequent speaker at wealth management conferences and events throughout the United States. The American Society of Pension Professionals and Actuaries (ASPPA) recognizes Brian as a Qualified 401(k) Administrator, a Qualified Plan Administrator, a Qualified Plan Financial Consultant and a Tax-Exempt & Governmental Plan Consultant.


Brandon Hamil is a key member of the Cetera Financial Group's wealth management unit and his key role is to collaborate with investment adviser representatives to promote and increase their assets under management with Cetera's advisory programs. And his education and sales leadership support ideas are focused on helping advisors improve their overall business.


Continuing Education Credit: CEs are available for CFP and IMCA credentialed advisors. Complete the information required on the sign-up form.

*For registered rep use only

Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60.   Members will be notified via email with Zoom meeting details and specific content on each session.