Disaster Planning For RIAs

Disaster Planning For RIAs
Vincent Tedesco04/08/16 4 PM ESTCFP Live CPA IWIProgram Id: 156473763

Disaster planning for RIAs must insure business continuity — that you will never lose access to critical data and applications in the event of a natural disaster, cyber-attack, human error, or other catastrophic event.


Business continuity planning is critical to any business, but it is legally required of RIAs. At this session, experienced IT professionals will tell you about the latest IT solutions that make RIAs more efficient, compliant, secure, and disaster-proof, including:

 

What is managed services

Caveat emptor

IT compliance

Disaster recovery

Email in the cloud

Introducing IT4Advisors

 

Founded in 1988, Total Technology tailors full-service managed IT infrastructure and security solutions to law enforcements and municipal governments nationally. We pledge to continually master the latest technologies to best support client needs in a timely and professional manner, and to observe the highest standards of integrity at all times.


This webinar
is eligible for IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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weak

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I felt I was in a sales presentation.

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