Jason Chepenik and Boulevard R Partner for Webinar on “How to Win More Retirement Plans”

Boulevard R is happy to announce the sponsorship of a Financial Planning Association® webinar with Jason Chepenik, CFP®, AIF® on Wednesday, May 25 at 2pm Eastern.

To register on FPA’s website, click here.

The webinar, designed for financial advisors, is entitled How to Win More Retirement Plans and will cover:

  • How the retirement plan industry is changing and what that means for fiduciaries and non-fiduciaries
  • How fee disclosure and increased demand to improve plan outcomes is creating opportunities for financial advisors
  • How you can use some of the same prospecting strategies and tools that top plan advisors employ to win new plans

We’re very fortunate to have Jason running this webinar.  Recognized as one of the top advisors in the country, Jason is a Managing Partner at Chepenik Financial.  Jason’s professional highlights include:

  • 16 years Investment/Retirement Industry Experience
  • Named to 2011 The 401kWire 60 Most Influential DC Advisors
  • 2010 Top Advisor in the Mid-Market Retirement Plan space by the 401kWire
  • 2010 401kWire “100 Most Influential People in the Defined Contribution Industry” Recipient
  • 2009 401kWire “Top 40 Defined Contribution Advisor” Recipient
  • 2009 Institutional Investor “Rising Star” Recipient
  • 2007-2009 PLANSPONSOR “Most Successful Retirement Plan Advisors” Recipient
  • BlackRock Defined Contribution Council Member (2010)
  • Prudential Financial Advisory Council (2010 Member)
  • Putnam DC Advisory Council (2010 Member)

To sign up for the webinar (free for FPA members) visit: