NEWPORT BEACH, Calif.–NACUSO will host a webinar today titled, “Reaching Members Remotely: Investment Advice and Tools.” The webinar is free and begins at 2 p.m. ET and requires registration.
“Hear from our top executives who will cover challenges and opportunities that exist when providing investment advice remotely,” said NACUSO. “We’ll discuss how to best meet the emotional needs of your members, how to help decode new government regulations, including the CARES Act, and making sure you’re ‘ready remote; when you reach out.’
Participating in the webinar as speakers, all from CUSO Financial, will be Valorie Seyfert, president/CEO; Kevin Mummau, chief relationship officer, and Jeff Farraris, program development manager.
To register, go here.