Webinar: Financial Literacy


Financial Literacy Webinar
10 Basics for Getting Your Retirement Plan Up & Running
Originally presented on Thursday, March 8, 3:00pm Eastern
Watch this FREE educational webinar taught by Susan Boles. Everyone wants to live the good life in retirement. That’s why we work and save, right? This webinar will cover some of the basic things everyone should know about when it comes to putting together a plan for your golden years.

This webinar is not a comprehensive list, and is not advice. A good financial planner can assist you with a plan that meets your individual needs.


Susan Boles currently serves as a Senior Regulatory Compliance Analyst, Regulatory Affairs focusing on BD/IA issues with RegEd. RedEd is a leading provider of licensing and registration technology and outsourcing, broker-dealer compliance management solutions and training and continuing education for financial professionals. She previously served as a Director of Corporate Licensing with Sedgwick, Vice President and Licensing Manager at First Tennessee Brokerage, Inc. and Direction of Operations and Compliance Specialist at Northwestern Mutual.

Susan is a member of SILA, holding the SILA-F Designation and currently serves as a steering committee member on SILA’s Adjuster Licensing Subgroup.

Watch Webinar HereDownload Powerpoint here

This webinar is approved for both SILA Designation and Professional Development CE credit. To receive credit you must register and attend the live webinar in entirety.