Join your Equitable Savings & Retirement Operations team for valuable tips and tricks
You’re invited to our next Equitable® Savings & Retirement Operations webcast, offering compelling topics and unique ideas to help you manage and grow your business.
Join your host, Shannon Labby, Investment Sales Vice President, Equitable, along side Heather Boniface, Director, Client & Partner Operations, Lisa Zidar and Lisa Litt, Product Owners, Savings & Retirement Digital Experience.
Your Equitable Operations team will share:
• Key dates to keep you on track for RRSP & tax season.
Date: Wednesday, October 30, 2024
Time: 2 p.m. ET / 11 a.m. PT
Continuing Education Credits
Continuing Education Credits are not available for this webcast. This webcast is available in English only.
Date posted: October 17, 2024
Join your host, Shannon Labby, Investment Sales Vice President, Equitable, along side Heather Boniface, Director, Client & Partner Operations, Lisa Zidar and Lisa Litt, Product Owners, Savings & Retirement Digital Experience.
Your Equitable Operations team will share:
• Key dates to keep you on track for RRSP & tax season.
• Important initiatives within their respective teams.
• Overviews of functionality and enhancements for EZcomplete® and EZtransact®
• Valuable tips and tricks to ensure your continued success in the field.
You won’t want to miss it!
Register now
Date: Wednesday, October 30, 2024
Time: 2 p.m. ET / 11 a.m. PT
Continuing Education Credits
Continuing Education Credits are not available for this webcast. This webcast is available in English only.
Date posted: October 17, 2024