Loni Porta
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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
Jan 21
1:00 PM MST
Presented by Loni Porta
Compliance + 3 more
LIVE
Compliance + 3 more
1:00 PM MST
Monday
Jan 27
1:00 PM MST
Presented by Loni Porta
Compliance + 3 more
LIVE
Compliance + 3 more
1:00 PM MST
Tuesday
Mar 11
1:00 PM MDT
Presented by Loni Porta
Compliance + 3 more
LIVE
Compliance + 3 more
1:00 PM MDT
Tuesday
Apr 8
1:00 PM MDT
Presented by Loni Porta
Compliance + 3 more
LIVE
Compliance + 3 more
1:00 PM MDT
Thursday
Sep 18
1:00 PM MDT
Presented by Loni Porta
Compliance + 4 more
LIVE
Compliance + 4 more
1:00 PM MDT
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