NTSA Webcast: “Social”-izing Your Practice
IRS Program Number: N/A
Webcast Outline: Click here.
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
Lisa Vachalek is a social media manager at American Century Investments. Her background is in organic website optimization, conversion strategy, social media management, and data analysis, specializing in the highly regulated industries of finance and pharmaceuticals. She holds an MBA in International Marketing and an MA in Latin American Studies from the University of Kansas.
Sheri Fitts is CEO and Founder of ShoeFitts Marketing.
Jeff Tomaneng is a financial advisor with Lincoln Investments, with individuals, families, and small businesses as clients -- the majority of whom are K through 12 public educators. He has held advisory positions at Smith Barney, Dean Witter, Citibank and New England Financial, and has served on the adjunct faculty of Bryant University. In addition to his membership with NTSA, he also holds membership in the Society of Financial Service Professionals, the Investment Management Consultants Association, the Association for Financial Counseling and Planning Education, and the Financial Services Institute.
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