Focusing on Retirement

Jun 21, 2017 11:00am -
Jun 21, 2017 12:00pm

Event Description

Research shows that the bank with which a customer deposits their retirement investments is where they will deposit the majority of their funds, including checking and other types of savings. This session will focus on investment probing questions and transition lines to other financial categories.


This interactive session will benefit those who lead new account representatives and those who open new accounts.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Virtual Workshops
Early registration ends on Apr 20, 2017.
Regular registration starts on Apr 21, 2017 and ends on Jun 20, 2017.
Late registration starts on Jun 21, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $295.00$295.00$320.00
Non-Member Fee: $440.00$440.00$465.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00