PPC Designation: The
401k Service Training Program™ – Peoria, IL
Hosted by the Alliance Benefit Group of Illinois Read what our graduates have to say.
September 30
CFDD Annual Conference Wraparound Scottsdale, AZ Don Settina and Sharon Pivirotto hosted three special Pre-Conference Sessions Sunday morning prior to the official CFDD Conference kick-off.
October 1 - 3
CFDD Annual Conference Scottsdale, AZ Don Settina and Sharon Pivirotto led a special conference titled "A Requirement For Credibility & Marketing, But Not Success: Polling Reveals How Advisors View Retirement Plan Designations & How to Improve Them" Don Settina spoke on the panel for the conference topic session "Designations for Retirement Plan Advisors"
FSS Team expands to bring on four Specialists. Jean Webster, Janice Maszle, Barbara Thuel and Kristen Fagelson Join the FSS Team
Nov 2nd
FSS New Office Ribbon Cutting Ceremony – FSS Expands Operations
Nov 8th - 9th
PPC Designation: The 401k Service Training Program – Robert Morris
University, Pittsburgh, PA
2005
Aug 1st
Financial Service Standards, LLC formed by Donald J. Settina, President of Don Settina, Inc. and Sharon A. Pivirotto, President of The American Dream Group
Aug 15th
The 401k Service Solution Set of Tools is finalized after nine months in development
Sep 1st
Professional Plan Consultant (PPC) Designation developed
Oct 1st
Robert Morris University agrees to offer and accredit The 401k Service Training Program
Oct 15th
Research and writing of The 401k Service Solution Handbook for Plan Sponsors and Fiduciaries Completed
Nov 1st
J. Richard Lynch, COO of Fiduciary 360 writes the Foreword to The 401k Service Solution Handbook for Plan Sponsors and Fiduciaries
Nov 10th
Cynthia Makowski named CFO of Financial Service Standards, LLC
Nov 15th
Official publication and release of The 401k Service Solution Handbook for Plan
Sponsors and Fiduciaries
Nov 29th
CFP Board accepts The 401k Service Training Program for 12.5 continuing
education credits
Nov 30th
NASD lists the Professional Plan Consultant Designation on its list of designations for public informational purposes
Dec 1s t -2nd
PPC Designation Program – The FIRST 401k Service Training Program offered at Robert Morris University, Pittsburgh, PA
To request Don Settina and/or Sharon Pivirotto to speak at your event, or to schedule an onsite or custom program for your group, please contact us.
