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Qualfied Plan Experts
QP Experts
A practical advisor focused learning experience led by Industry Expert, Heidal Summers, CPC, QPA, QKC, QKA. Our courses are built to help you navigate qualified plan conversations with clarity and confidence. Whether you are looking to sharpen your fundamentals or deepen your expertise, our courses break down complex retirement plan concepts into actionable guidance you can use immediately in client meetings.
A practical advisor focused learning experience led by Industry Expert, Heidal Summers, CPC, QPA, QKC, QKA. Our courses are built to help you navigate qualified plan conversations with clarity and confidence. Whether you are looking to sharpen your fundamentals or deepen your expertise, our courses break down complex retirement plan concepts into actionable guidance you can use immediately in client meetings.
Through clear instruction, real-world examples, and tools designed for day-to-day application, you'll strengthen your ability to identify opportunities, ask better questions, and deliver more strategic value to plan sponsors and participants.
Through clear instruction, real-world examples, and tools designed for day-to-day application, you'll strengthen your ability to identify opportunities, ask better questions, and deliver more strategic value to plan sponsors and participants.
If you're ready to elevate your retirement plan knowledge and stand out as a more trusted resource, you're in the right place.
What are you waiting for?
What are you waiting for?
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