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NTSA Webcast: “Social”-izing Your Practice

NTSA Webcast: “Social”-izing Your Practice

Available Until December 14, 2017
Speaker: Lisa Vachalek, Social Media Manager, American Century Investments, Sheri Fitts, CEO and Founder, ShoeFitts Marketing; and Jeffrey N. Tomaneng, CFP, Lincoln Investments

IRS Program Number: N/A

Webcast Outline: Click here.

This webcast will provide the latest research on how the financial industry is successfully navigating compliance issues regarding social media. 403(b) advisers and other financial industry professionals who want to “socialize” their business will learn best practices and gain a new perspective on the possibilities of working in the digital age.
Key Takeaways:
1. Discuss the value and growing prevalence of social media in the 403(b) industry
2. Identify mistakes and success stories in the social media campaigns of your peers
3. Initiate or improve your firm’s social media marketing and customer outreach programs
Registration Deadlines: 
Live: 12/14/2016
On-Demand: 12/14/2017

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker:

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.


Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


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