Retirement Plan School Testimonials

“Connecting with my peers and learning from them through classroom discussion. It was helpful to start getting in to the details about the specific EB responsibilities. Learned a few new things and met a lot of great people. Good networking. Being able to speak with others about their experiences and processes. The networking experience was phenomenal! Making connections in and out of the classroom with various financial professionals allowing for enough time to talk through statements made in the material (i.e. real life examples and scenarios that support the slides in the binder, working out the math for applying formulas etc.).”

“The most effective part was learning real life examples of how to apply the material to our everyday job/career. Our group/class stays in touch throughout the year and we bounce questions and ideas off of one another.”

“The most effective part was being able to talk about real life situations we all have going on in our different roles.”