ON DEMAND Webinar:
Retirement 2025: Trends for Advisors
On Demand | 45 minsHere’s your exclusive access to our on-demand webinar.
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About the Event
Help your retirement clients get a jump on 2025! Join us as we unpack new legislation and other trends that may impact retirement plans in the new year. We’ll also touch on new strategies to help grow your book of business. Many of these changes may be beneficial to your clients, so be sure to join us to get up to speed.
We’ll discuss:
- The retirement landscape in 2025
- New SECURE Act Provisions:
- Auto-enrollment
- Part-time eligibility
- Catch-up/RMDs
- Fiduciary best practices
- New state retirement mandates
- Opportunities for financial advisors
About the Speakers
Dan Campanelli
Retirement Advisor Channel Manager, Paychex Retirement Services
Dan has been in the investment industry for 39 years, 29 of which have been spent in retirement. He is responsible for relationship management and sales for all the broker-dealer, RIA, and investment partners that work with Paychex.
Jason Bianchi
Senior Vice President, Mesirow Fiduciary Solutions
Jason has 19 years of experience in the financial services industry. He is responsible for collaborating with key partners on strategic initiatives, business development, sales and marketing. Before joining Mesirow, he held various roles with a leading 401(k) recordkeeper.
