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The Advisors Guide to Social Insurance Programs
Join Eric Kirkman and Patrick Clunan from Columbia Threadneedle for a very detailed planning guide for US social insurance programs. Attendees will leave with a deep understanding of techniques they can use to enrich their clients.
Applied for 1 hr: NC CIE, CFP, NC CPE, NC CLE
3:45 pm Announcements
4:00 pm Program begins
5:00 pm Social with cocktails and heavy appetizers
Speaker: Columbia Threadneedle
J. Patrick Clunan, Director, Learning Center
Patrick Clunan is the Director of the Learning Center, the value- add resource for Columbia Threadneedle Investments. Mr. Clunan is a member of the Learning Center Speaker Bureau, and has been featured as a keynote speaker at numerous national and regional industry conferences. He is known as an advisor to the advisors. He travels the country working with advisors, clients and other financial professionals, offering education and insight into compensation, benefits and retirement planning strategies and other in-focus topics.
He joined Columbia Threadneedle Investments in 2010 and has been a member of the investment community since 2005.
Mr. Clunan received his B.S. in Business Administration from Saint Michael’s College. In his free time, Patrick is an avid skier and golfer. Patrick holds the Series 7 and 66 licenses with FINRA.
Eric Kirkman, CIMA®: Regional Advisor Consultant
Eric is a Regional Vice President in the broker dealer division of Columbia Threadneedle Investments, covering Central and Eastern North Carolina, Southern Virginia and West Virginia. Mr. Kirkman joined the firm in 2002 and has been a member of the investment community since 1999.
Prior to joining Columbia Threadneedle Investments, Mr. Kirkman worked for PIMCO and Merrill Lynch.
■ B.S. in Economics from Clemson University ■ FINRA Series 7 and 66 registrations
Tuesday, July 20, 2021, 3:45 PM until 6:30 PM
Starmount Forest Country Club: 1 Sam Snead Dr Greensboro NC, 27410
Additional Location: Footnot
Registration is required
Payment In Full In Advance Only
COVID Precautions: With the North Carolina governor having lifted all required mandates for gathering, social distancing and masks, Starmount Country Club has lifted all restrictions at the venue as well.
Please assess your own comfort level in attending.