Nonprofit Opportunities: 403(b) & 457

2023 Definiti Academy – Fall
Advisor Track

Often overlooked and sometimes avoided, nonprofit plans may offer new opportunities to serve clients. Presenters share their insights and things to watch for with these plans.

Christina Gregory
Divisional Vice President, Retirement Plans – Northeast

Nationwide Mutual Insurance Company logo

Julie Casey
Regional Relationship Director
New England Territory

Published On: November 17th, 2023Categories: Definiti Academy, DRA-FALL-2023-AdvisorTrack, Webinar

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