Press Release: 2014 Retirement Symposium

Brendan Conry, AIF®, ChFC, CLU, of Conry Asset Management Attends Commonwealth Retirement Symposium

Kensington, CT (June, 2014)—Brendan Conry, Conry Asset Management in Kensington, CT, attended the fourth annual Retirement Symposium—an educational conference hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA. The symposium, Capitalizing on New Opportunities: 401(k)s and Beyond, took place in Boston, Massachusetts, June 1–3, 2014, and provided strategies, tangible ideas, and resources to help financial advisors make the most of the retirement market and their retirement plan advisory practices.

Throughout the two-day event, attendees gathered with a targeted group to participate in advanced retirement-focused educational sessions and engaged with 401(k) industry experts, as well as Commonwealth’s home office staff. The agenda included formal presentations, workshops, keynote speakers, and breakout sessions that focused on the following strategies:

  • Leveraging plan reviews to build future business
  • Creating durable loyalty by strengthening bonds with existing retirement plan clients while extending prospecting outreach
  • Minimizing compliance risk and maximizing business opportunities
  • Refining sales strategies to maximize profitability

"Commonwealth continues to be a recognized leader in the qualified plan industry," said Gavin Morrissey, Commonwealth’s senior vice president, wealth management. "This symposium is a testament to our commitment in this key market segment. We have placed heavy emphasis on resources that focus on—and are aligned with—plan health and participant preparedness for retirement, and we will continue to expand services and other products to enhance our advisors' competitive advantage."

 

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation's largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth "Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row." The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.