ORLANDO, Fla. /Florida Newswire — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Retirement Consultant Rich Eagar will present at the 2017 PLANADVISER National Conference (PANC) on Thurs., Oct. 12 at the JW Marriot, Grande Lakes in Orlando, Fla.
Eagar will present on a “Team Structures” panel alongside First Eagle Investment Management, LLC’s Head of Retirement Platforms and Strategy Joseph P. Lee. Eagar will discuss how to divide the roles when an advisory practice grows into a team and whether or not to make certain advisers the lead adviser/customer relationship manager. He will also provide insight on whether it is beneficial in a multi-office team practice to centralize certain functions in the headquarter office to ensure consistent customer service or permit branch offices some autonomy.
Click here for more information: http://www.planadviser.com/newevents/agenda.aspx?id=10737431859.
About Rich Eagar, Retirement Consultant, EPIC:
Rich Eagar is a consultant on the EPIC Retirement Consulting Team. In this capacity, he is responsible for client and vendor management, plan design consulting, RFP vendor searches, implementations, mergers and acquisitions, compliance assistance and various other projects.
Eagar is also a co-CIO and adviser at Ascende Wealth Advisers, Inc. (AWAI). In this role he is responsible for oversight of the firm’s strategic approach to analysis and due diligence on fund companies and investment strategies to be used in client retirement plans, delivery of quarterly investment reviews, and assisting committees manage and fulfill their fiduciary responsibilities.
Eagar has worked with the Retirement Team since October of 2008, and he currently holds his Chartered Retirement Plans Specialist (CRPS) and Accredited Investment Fiduciary (AIF) designations, as well as his Series 65 registered investment adviser’s license.
Prior to joining the Retirement Team, Eagar began working at Ascende – a Division of EPIC as an associate in the Health & Welfare practice in July of 2007. His main role in this position was to provide support for the managing consultants and help clients’ structure benefit packages that achieved various objectives.
Eagar is a graduate from Trinity University in San Antonio, Texas where he earned a B.S. degree in Business Administration concentrating in Finance and Marketing. He also obtained a minor in Communications Management.
About PLANADVISER National Conference:
The PLANADVISER National Conference (PANC) is the retirement plan industry’s premier networking and business strategy event for specialist retirement plan advisers. Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year gather for half a week of discussion and debate about the cutting edge of the retirement plan industry.
About Ascende Wealth Advisers, Inc.:
Ascende Wealth Advisers, Inc. (AWAI) is an SEC registered investment advisory firm dedicated to providing unbiased investment advice by acting as either an ERISA 3(21) co-fiduciary or an ERISA 3(38) investment fiduciary to corporate sponsored qualified and nonqualified plans, as well as international and offshore savings arrangements.
About EPIC:
EPIC is a unique and innovative retail property and casualty and employee benefits insurance brokerage and consulting firm. EPIC has created a values-based, client-focused culture that attracts and retains top talent, fosters employee satisfaction and loyalty and sustains a high level of customer service excellence. EPIC team members have consistently recognized their company as a “Best Place to Work” in multiple regions and as a “Best Place to Work in the Insurance Industry” nationally.
EPIC now has 1,100 team members operating from offices across the U.S., providing Property Casualty, Employee Benefits, Specialty Programs and Private Client solutions to more than 20,000 clients.
With run rate revenues approaching $300 million, EPIC ranks among the top 20 retail insurance brokers in the United States. Backed by Oak Hill Capital Partners, the company continues to expand organically and through strategic acquisitions across the country.
For additional information, please visit http://www.epicbrokers.com/.
