2/27/2014 – PDS and ITM TOGETHER again. Further educating the Industry in 2014.

PDS Companies and Insurance Trust Monitor joined forces in 2013 to bring you all the tools and services you need to administer and manage unique assets and life insurance policies. Well we are at it again in 2014, and will be offering another free webinar series.  This webinar series will continue to help educate you further and make you even more valuable to your clients.

There will also be CTFA and CFP® continuing education credits.

Click here to get more information and the list of webinars for 2014.

9/4/2013 – PDS and ITM TOGETHER. Educating the Industry.

A business partnership between PDS Companies and Insurance Trust Monitor that has joined forces to bring you all the tools and services you need to administer and manage unique assets and life insurance policies. We are kick-starting that partnership by offering a free webinar series focused on the August 2012 Office of the Comptroller of the Currency (OCC) Comptroller’s Handbook on Unique and Hard-to-Value Assets.  This webinar series will help educate you further and make you even more valuable to your clients.

Click here for a list of the remaining webinars for 2013.