FEED
ERISA is amongst the highest legal standards in the land. Join us for an informative session on this rapidly changing landscape and how top advisors are positioning themselves to capitalize on the opportunities being created.
Topics will include:
- Clarification around fee disclosure
- Participant advice
- Why the definition of a fiduciary may compel advisors to assess business models to avoid penalties
- Business development strategies for success in this rapidly changing regulatory environment.
Speakers:
James F. Sampson, AIF ®, Managing Principal, Cornerstone Retirement Advisors, LLC
Barbara Delaney, Principal, StoneStreet Equity
Michelle Kelley, Senior Vice President, Associate Counsel, LPL Financial
Sponsored by:
Member FINRA/SIPC
