Sep 21

Raffle, Silent Auction or Donate

 

Thank you for participating!

 

Support SILA’s educational programs by participating in the 2017 SILA Foundation Raffle, pay for an item you won in the Silent Auction or Donate Today!

Jul 26

Webinar: Pay-to-Play? FINRA says no way

FREE WEBINAR
Pay-to-Play? FINRA says no way
Thursday, August 3, 3:00pm Eastern
Join us for this timely presentation that will provide an overview of FINRA’s new “pay-to-play” and recordkeeping Rules 2030 and 4580 which become effective on August 20, 2017.
Recording available here

Powerpoint here

PRESENTERS:

Travis R. Chapin, Shareholder, Greenberg Traurig, P.A.

Mr. Chapin represents broker-dealers and their employees in all aspects of business, including litigation and arbitration before state and federal trial courts, regulators and self-regulatory agencies. He handles a wide range of matters, including sales practice disputes, expungement requests, employment matters, promissory note collections, regulatory investigations and contract disputes.

Beth A. Black, Shareholder, Greenberg Traurig, P.A.

Ms. Black focuses her practice on a variety of financial services industry litigation and regulatory matters, as well as general commercial litigation. She has represented broker-dealers, commercial banks, investment banks, investment management firms, directors and officers, and public issuers and their management and employees in litigation, investigations and disciplinary proceedings initiated by the SEC, FINRA, FDIC, CBOE and state regulators. She has also conducted internal investigations of publicly traded domestic and foreign companies whose operations are in the United States and China. Additionally, she has represented brokerage firms and their management in various customer-initiated cases, employment cases, and injunction and arbitration proceedings.
silafoundation.org

Jun 07

Webinar: Surplus Lines – Past, Present, Future – Recording available

FREE WEBINAR
Surplus Lines: Past, Present, Future
Thursday, June 15, 4:00pm Eastern
Is Surplus Lines Insurance your most perplexing compliance challenge? What have we learned from the past and how does it prepare us for today and tomorrow? Learn about the complex and mystifying world of Surplus Lines Insurance.
Recording available here

Powerpoint here
Our guest speakers are provided by InsCypher, a company with over 15 years’ experience in the insurance industry responding to each state’s laws and regulations governing surplus lines, agent licensing, Risk Purchasing Groups, and more.
silafoundation.org

May 31

June Education Month

SILA FOUNDATION June Education Month
SILA Foundation is celebrating June Education month, highlighting the beneficial educational on-site conference courses and online designation and certification courses. Watch for announcements and follow us on LinkedIn, Facebook or Twitter. Find out why you will want to start learning more about your profession!
June 1 Why Take a Pre-Conference Course?
June 8 The Difference Between Designation & Certification Courses
June 15 How to Use Certification Courses as a Training Program
June 22 Adjuster Training for Licensing Administrators
June 29 Show Initiative by Achieving a Certification
Sign up now for relevant and informative online courses!
silafoundation.org

May 15

Webinar: Pet Insurance – Recording available

Your family includes your pet, your insurance should too!
PET INSURANCE WEBINAR
May 18, 3:00pm Eastern
“(Pet) Owners will likely incur at least one $2,000 – $4,000 bill for emergency care at some point during their pet’s lifetime”, says Dr. Louise Murray, vice-president of the ASPCA’s Bergh Memorial Animal Hospital, in New York City”*

Do you need need Pet Insurance for your dog or cat? What does it cover? All pet insurance plans use either a percentage of invoice or a benefit schedule to calculate reimbursement. What about a wellness plan? Attend the Pet Insurance Webinar so that you can make an informed decision about protecting your pet AND your wallet!
* www.moneyunder30.com
Recording available here

Powerpoint here
Kevin Patcheak is the Senior Business Development Executive for Nationwide Pet Insurance and brings 13 years of experience in the industry. Kevin specializes in implementing pet insurance into large employers and membership organizations as an ancillary benefit. Prior to Nationwide, Kevin worked at Fancy Publications on Dog Fancy Magazine, Cat Fancy Magazine and Pet Product News. These years of experience have given him great insight into the pet industry.
Kevin has spoken about Pet Health Insurance at National Leadership Summits, interview for the NY Times and on business radio. He travels over 100,000 miles a year educating organizations on the value of Pet Health Insurance. When Kevin isn’t traveling, he’s home car pooling his 4 kids around town, cooking with his wife of 23 years, or playing fetch with his chocolate lab, Cocoa.
 

silafoundation.org

 

Apr 28

Webinar: Retirement Planning

Are you prepared for retirement?
RETIREMENT PLANNING WEBINAR
May 9, 3:00pm Eastern
As many as half of the households with Americans 55 and older have no retirement savings at all. Scott Dougan will be sharing sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. The webinar will cover the essential elements of retirement planning and what types of investments should be considered in a retirement investment plan.

View the video recording and powerpoint
Scott Dougan founded Global Plains Advisory Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees find answers to issues that may affect the qualify of life during their retirement.
Scott is Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license. He also holds insurance licenses in Kansas, Missouri and other states. He is a member of the Better Business Bureau and the International Association of Registered Financial Consultants.
 

silafoundation.org

 

Mar 30

March 2017 Disaster Preparedness Tips

Below is a link to a complete list of the Disaster Preparedness tips we shared during the month of March 2017.

Mar 07

Webinar: Flood Insurance 101 – Recording available

Read the rest of this entry »

Feb 08

Volunteers needed

The SILA Foundation is looking for volunteers for the following committees.  SILA membership is not required to get involved.  If you or if you know someone within your organization who would like to volunteer, we would like to hear from you! Read the rest of this entry »

Feb 02

Webinar: Fiduciary Rule Update – Recording available

Date: Thursday, February 16, 2017

Time: 3:00 – 4:00 PM ET

Webinar: Fiduciary Rule Update

Do you know how the new Fiduciary Rules are going to impact securities representatives and insurance producers?  Do you know how significantly these rules are going to impact your organization?  Do you know the details? You won’t want to miss this important discussion.

SIGN UP FOR and ATTEND the FREE FIDUCIARY RULE UPDATE WEBINAR on Thursday, February 16th, 2017 from 3:00-4:00 PM ET presented by SILA, Inc. and hosted by SILA Foundation.

The speaker for this online web-based presentation is the highly knowledgeable attorney/shareholder of Greenberg Traurig, LLP in Chicago, Illinois, Richard A. Sirus. 

Richard A. Sirus is an attorney/shareholder at Greenberg Traurig, LLP in Chicago, Illinois.  He has over 30 years’ experience in the employee benefits and executive compensation area.  Mr. Sirus works with taxable and tax-exempt organizations, including consultation regarding multiple and multiemployer plan matters.  He has represented clients before the Internal Revenue Service, the U.S. Department of Labor and the Pension Benefit Guaranty Corporation. He has also served as an expert witness on fiduciary liability and claims issues.

Sign up today using this hyperlink or go to www.silafoundation.org and sign up at the link provided there.  You will enjoy hearing this important update and your job will be benefited by the pertinent and timely information shared.

Recording available here.

Powerpoint: DOL ERISA Fiduciary Rule (February 16, 2017)

This Webinar is open to all interested parties (members and non-members), free of charge, and is approved for Virtual Chapter credit for the SILA Designation requirement.

Older posts «

Switch to mobile version