Please join the SIFMA Customer Account Transfer Section at our annual Fall Educational Seminar. Highlights include detailed discussions on preparing…
Join SIFMA for a morning of practical learning and information sharing among key stakeholders on how best to protect our senior investors.
The unique program will educate participants on the impact of cognitive decline; the anatomy of an investigation; recent legal and regulatory development; and promising practices to help prevent, spot and address situations of financial exploitation and cognitive decline. Plus, participants will tackle real-life scenarios from beginning to end in a small-group setting.
This morning event will take place at Ameriprise in Minneapolis.
October 16 – 17, 2018
SIFMA and the Wall Street Tax Educational Corporation present the Global Tax Reporting Symposium on October 16-17, 2018 at the…
October 17 – 18, 2018
Co-hosted by the American Institute of Certified Public Accountants (AICPA) and the SIFMA Financial Management Society (SIFMA FMS), the National…