Loading Events

RITA Member Meeting: August 2022

August 18, 2022 @ 4:30 pm EDT - August 18, 2022 @ 5:30 pm EDT

This event is for RITA Members only.

RITA will host the next RITA Member Meeting on August 18, 2022, at 4:30 pm Eastern Time.

We will discuss the Self-Directed FAQs created by the Compliance Committee. Members can use the Self-Directed FAQs as part of their account opening packet for clients if they so choose. The intent is also for custodian members to be able to modify the FAQs based upon their specific needs, but provides a nice summary of the important roles and responsibilities of the account owner and the custodian.

You will be able to ask questions during this meeting and earn 1 credit hour of continuing education
credits for the RITA Self-Directed Industry Professional (SDIP) certification. Go to https://sdip.ritaus.org to track your credits.

If you are a RITA Member and you have questions about this meeting, please email Administrative Assistant Kathryn Coleman at k.coleman@ritaus.org .

If you are NOT a RITA Member and are interested in learning more about this event and the benefits of RITA membership, please email Membership Director Erin Moretz at emoretz@ritaus.org .

Details

Date:
August 18
Time:
4:30 pm - 5:30 pm EDT
Event Category:
Event Tags: