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February 7, 2014

2014 Advisor Symposium

by The 401k Study Group ®

The purpose of the Unified Trust Advisor Symposium is to equip you to deliver a new value proposition to your clients. The marketplace for qualified plan services is intensely competitive, yet only a handful of advisors can truly claim that they are improving the outcome for the participants’. Our goal at Unified Trust is to work with those advisors that want to focus on participant outcomes, and we want to help educate the advisor that wants to get there.

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