2017 was a successful and meaningful year full of accomplishments which propels the organization with outstanding momentum for next year and years to come. Read our Annual Report for 2017 here.
FINRA Speaks: Qualification Exam Program Updates Thursday, March 22, 3:00pm Eastern Listen to a FREE educational webinar taught by Senior Director of Testing and Continuing Education for FINRA, Joseph McDonald, Jr. Senior management from FINRA’s Registration and Disclosure Department will provide updates to FINRA’s qualification exam program, including the October 1 implementation of the […]
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 […]
The Legislative and Regulatory Landscape of Financial Exploitation of the Elderly Originally presented on Thursday, January 25, 3:00pm Eastern Watch this FREE educational webinar taught by Lilah Blackstone. This webinar will provide an overview of issues surrounding Financial Exploitation of the Elderly, and will provide and update of the related legislative and regulatory initiative. […]
December 14, 3:00pm Eastern Watch this FREE educational webinar taught by Tony Melillo, Sales Manager at the CBIZ Vacation Rental Program. The Vacation Rental Program specializes in insuring vacation rental homes, but more importantly educating owners on the industry as a whole. Tony Melillo has 5 years of experience selling insurance for the ever evolving […]
November 15, 3:00pm Eastern In recent years, background screening practices have become one of the most litigated and legislated topics facing employers and businesses. With multifaceted compliance obstacles such as Federal Fair Credit Reporting Act practices, state consumer reporting laws, “Ban-the-Box” legislation, EEOC considerations on criminal history, and use of credit report restrictions, maintaining risk […]
What will you do if you become a victim of a cyber attack? Cyber Security and Privacy Webinar Thursday, October 26, 3:00pm Eastern You know you should learn more about how to protect your data! Join us for a FREE educational webinar taught by the highly qualified Greenberg Traurig Law Firm Attorney, Lori Nugent. Recording […]