What Attendees Will Learn
- Essential information about opportunities within retirement plans and IRAs
- Investment, retirement and legacy planning best practices
- Practical knowledge to develop existing and prospective client relationships
Presented by: Glenn Carroll, Regional Vice President, Columbia Threadneedle Investments
Please Note: While there is no charge for this event, you must register no later than 3:00 p.m. (Eastern Time) on March 21, 2016.
Seating is Limited!
Once registration is complete, you will be redirected to download and review your study material.
CE Credit Info
In order to receive credit you are required to take a monitored exam and receive a passing score of 70% or higher.
** Credit hours available for Self Study:
NJ - 17
CFP - 5
IMCA - 5
** Credit hours are subject to change upon state course renewal
