PensionPro Pro-Ops 2020 in Hershey
We are excited to announce that, due to the popularity of last year's Pro-Ops event in Nashville, we will be hosting another Pro-Ops event from September 13-15, 2020 in Hershey, PA at the 5-star Hotel Hershey and Spa. Register now!
- New Features: Released & Upcoming
- Proven Methods for Effective Reporting, Use of Fetch & Event Management
- Hot Topics
- Best Practices Breakout Sessions
- Ethics and Industry Update with Ilene Ferenczy, ERISA Attorney (eligible for CE credit)
- How Can PensionPro Better Serve You
- PlanSponsorLink: Optimizing the Client Experience
- Building your Annual Project with Optimized Reporting Capabilities
- Better Projects: Working with Project Fields and Worktrays
- Document Merging: The Time-Saving Strategy for Creating Annual Documents
- Creating the Perfect Project for Your Firm - It’s Possible!
- Effectively Manage and Review Your Team Using Annual Projects
- CARES Act Tracking Best Practices
$895 ($795 until 5/31)
Sunday, September 13th – Tuesday, September 15th
TRAINING EVENT TIMES:
Sunday: 1:00 p.m. – 5:00 p.m.
Monday: 7:30 a.m. – 5:00 p.m.
Tuesday: 7:30 a.m. – 3:00 p.m.