Biography
Loni Porta is the
director of education at Convergent Retirement Plan Solutions and has been with
the company since 2004. An industry leader in IRA, HSA, and retirement plan
education, Loni plans, budgets for, and builds training and education products
and solutions for financial organizations nationwide. An avid student of
learning styles and adult learning principles, Loni incorporates her skills
into Convergent’s training and education products and services.
She attended
North Dakota State University in Fargo, ND, and came to Convergent after her
tenure at Universal Pensions, Inc. (UPI), a nationally recognized retirement
consulting and training firm in Minnesota. While at UPI, Loni helped design the
industry’s first IRA-specific designation program (the American Bankers
Association's Certified IRA Services Professional (CISP) program) and NAFCU’s
Certified IRA Professional program.
Tuesday
Nov 12
9:00 AM MST
Presented by Frank LaLoggia, Loni Porta
Compliance + 4 more
LIVE
Compliance + 4 more
9:00 AM MST
On
Demand
Compliance + 3 more
ON-DEMAND
Compliance + 3 more
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