August 12, 2021 - Lifetime Impact of the SECURE Act
Recording: https://us02web.zoom.us/rec/share/9c9QkQb97oqVSwzq1_tl9Sv_3rHxc7NaU0I46G-WGSmFHp7ABDTlnikLPrwUY1E.TCtmyjCWBRpr_16e Passcode: %t2ibY43
May 13, 2021 - Industry Update, Business Development & Retention and Participant Advice
Recording: https://us02web.zoom.us/rec/share/NUF5Yy0K8Vb05p0Tyf702Bt7ZotZyFdRuqIK-b49INzmHC6QSd8kGqvyx6jHYDCb.uHwujqm2NHoJ-gmZ Passcode: *AvGN!@6
Link to handouts:
Putnam DCIO _ Resource overview.pdf
2019 Half Day Seminar with Ilene Fernczy- Pyramid Club, Philadelphia |
2018 Half Day Seminar - Sky Philadelphia |
2018 Member Appreciation Event - Urban Axes |
2018 Retirement Industry Career Forum