Monday, December 13, 2010
A start on How to focus on Professional Practices
Earlier this year, Pete Swisher of Unified Trust was interviewed by the CFDD for its' internet broadcasting station. The topic discussed was New Directions For Professional Practices. The discussion centers around how recent Health Care legislation may impact the 'M & A' activity in this industry and the impact on Qualified Plans as a result. It also touches upon the unique plan design sales opportunities. It is worth the listen. Below is the link.