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Title: Social Security - Getting the Most Out of Your Benefits
Presented By: AXA Distributors
Date: Wednesday, April 5, 2017
Time: 2:00 - 2:30 PM EST
Providing guidance on how to maximize Social Security benefits can help strengthen existing client relationships as it’s one of the most important decisions clients face about retirement. This presentation focuses on how Social Security benefits play a key role in retirement income planning, and simplifies strategies on when to start taking benefits, the impact of working while receiving benefits, and the future of Social Security. Learn how to help your clients make a suitable decision based on their unique needs by analyzing different Social Security strategies.
Title: Compliance Roundtable Webcast for Bank Affiliated Broker-Dealers
Presented By: ACA Compliance Group
Date: Tuesday, April 11, 2017
Time: 2:00 - 3:30 PM EST
Registration & Cost: Complimentary for all BISA members
Speaker: Tammy Tam, Principal Consultant ACA Compliance Group
Speaker: David Porteous, Partner, Faegre Baker Daniels
Speaker: Jarrett Jacobs, Chief Compliance Officer, Fifth Third Securities, Inc.
Webcast Discussion Includes: