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AAAA Webinar: "Securing Your Firm's Future"
Thursday, July 18, 2019, 1:00 PM - 2:00 PM EDT
Category: Webinars

 

 

July 18, 2019 

1:00 p.m. - 2:00 p.m. EST. 


"Securing Your Firm's Future"

Vanessa Oligino, Director, Business Performance Solutions-TD Ameritrade, will speak on "Securing Your Firm's Future"
Any business operating in today’s environment is exposed to risk. Those serving in financial services, however, face a higher operating risk than most. As small business owners, advisors are challenged to effectively monitor and mitigate risk within their firms due to limited resources, lack of specialization and inability to keep up with new opportunities and threats as they emerge. This presentation will highlight risks inherent in any advisory business regardless of size, provide self-assessment tools to help firms identify areas of vulnerability and best practices to limit exposure.

 

 

Vanessa Oligino
Director, Business Performance Solutions-TD Ameritrade

To read Vanessa Oligino's biography click here

The webinar has 1 CFP Continuing Education credit pending.  The webinar is open to all advisors and financial services professionals. CFP CE credits are limited to AAAA members only.  If you are not an AAAA member we encourage you to join by going to www.aaafainc.com.

 
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