Realities of Social Media in a Regulated Industry

Available through May 15, 2015

This webcast is complimentary for NTSA members. The recorded webcast will be made available 72 hours after the live presentation.

Speakers: 

• Richard Ford, Chief Marketing Officer, PlanMember Services

• Jon Hall, Web Marketing & Development Specialist, PlanMember Services

• Aaron Giannini, Compliance Analyst, PlanMember Services 

 

Description: 

We’ll take a look at social media and its impact on the financial services industry, as well as review some facts and trends on usage and the importance of social media in communications for business and non-business. We’ll look at the compliance and regulatory environment (and some of the do's and don'ts on communications with the public), and lastly how to get the most out of social media.

Attendee Takeaways:

• Facts and trends on social media in the financial services industry

• Compliance and regulatory environment do's and don’ts on communication with the public

• Social media best practices

CE Credits:

• NTSA, ASPPA, NAPA and ACOPA Members - The webcast is designed to offer registrants 1.2 CE credits.

• Enrolled Actuaries - The webcast is designed to offer registrants 1 JBEA Core CE credit for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

• Enrolled Retirement Plan Agent (ERPA) - The webcast is designed to offer registrants 1 ERPA CE credit. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.