"Dates Released for Upcoming 401(k) Specialized Training for Retirement Sales and Service Profesionals — Sept. 10-11 and Nov. 10-11 in Pittsburgh" PRWeb eMediaWire
September 2007 CFDD Annual Conference CE Wraparound
Scottsdale, AZ
Don Settina, President, and Sharon Pivirotto, Vice-President, of Financial Service Standards, LLC, hosted three complimentary training sessions on fiduciary compliance as part of the Center for Due Diligence’s (CFDD) 2007 Advisor Conference wraparound education program.
October 2007
CFDD Annual Conference
Scottsdale, AZ
Don Settina and Sharon Pivirotto led a special conference session 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."