NTSA Webcast: Financial Advising in a Digital World

Wed., April 28, 2021

2:00 - 2:50 p.m. ET

Speaker:  Toni E Whaley, Financial Planner

 

IRS Program Number:  CZTXU-Q-01341-21-O

 

Description:  “Automation…”  When some people hear that word, they cringe.  Others embrace the vast expanse of processing/reporting in the digital world with ease.  In an industry like Financial Services, where each practice is as unique as the individual who owns/operates it, reactions are just as numerous.  Additionally, many of the systems we see today were not affordable or even conceived of when we began our careers.  Will “programs” help you serve clients and build practice efficiency?  Is the cost to embrace technology worth it?  This course is designed to help you begin to answer these and other questions with confidence.

 

Learning Objectives

1.Explore digital technology available to aide in daily information storage and use

2.Using technology to ease time management

3.Discover ways to determine if the cost of implementation is worth the effort

 

           

 

Registration Deadlines: 

 

Live:  04/28/2021

On-Demand:  04/28/2022

 

CE Credit:  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA

 

About the Speaker:

 

Toni E. Whaley is Co-Founder and CEO of Paladin Advisor Group, A PlanMember Financial Center. She has been a financial planner for over 17 years. Together with her husband Mike, she has grown Paladin Advisor Group to nine associate financial professionals, servicing seven counties and six school districts in the greater Baltimore and Washington DC area. Paladin services over 2,000 clients and manages over $240 million in client assets. Toni currently holds series 6, 65, 63 and life and health licenses. Her clients include education and federal professionals and their spouses.  She also serves for-profit and non-profit organizations and participants.  Helping people discover and implement their best plan for their future is a major focus for Toni.  Toni belongs to the Howard County Chamber of Commerce, the National Association of Professional Women, the Financial Services Institute, and the Howard County Estate Planning Council. Paladin Advisor Group is listed as an A+ accredited company with the Better Business Bureau.

Toni is a topical speaker on subjects such as personal financial fitness, understanding how money works in our economy and personal responsibility. Toni is well-versed in pension and benefit features, retirement income planning, and senior topics such as Medicare and Social Security. Specific experience to this course topic, Toni has college course work in Information Systems Management as well as Computer and Information Science.  Having worked in an Office Automation Branch teaching people to use computers and applications for the NCHS has given her a focused insight into this topic.

 

 

 

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

For more details on additional training package offerings, please contact [email protected]

 

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

 

Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.

 

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

 
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, 4401 North Fairfax Drive, Suite 600, 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 [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

 

Disclaimer
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.

 

Questions

Registration and General Questions

American Retirement Association Customer Support

703-516-9300

[email protected]