Financial Planning Coalition Webinar: The DOL Fiduciary Rule: What Are the Practical Implications?

  • Thursday, July 21, 2016
  • 11:00 AM - 12:00 PM
  • Webinar
 

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The Financial Planning Coalition is pleased to invite you to an important webinar to discuss practical implications of the Department of Labor's new rule amending the definition of "fiduciary investment advice" under ERISA.


Webinar: The DOL Fiduciary Rule: What Are the Practical Implications?
Thursday July 21, 2016
2:00 – 3:00 p.m. (Eastern)

Register to Attend


During the webinar, ERISA expert Tom Clark, Of Counsel at the Wagner Law Group, will provide a brief review of the DOL rule and address the most frequent recurring questions the Coalition has received from stakeholders, including:

  • The application of the Best Interest Contract Exemption,
  • A discussion of how firms and advisors are reacting to the rule, and
  • Things that advisors and firms need to do to begin the process of complying with the rule.

To register for the webinar, click the button above or visit: http://cfpboard.adobeconnect.com/dol-fpc-june2016/event/registration.html


The webinar will include time for questions from the audience. Submit questions in advance of the live event by sending them to webinars@cfpboard.org.


A recorded version will be available approximately one week after the live presentation.

About the Financial Planning Coalition: The Financial Planning Coalition is a collaboration of Certified Financial Planner Board of Standards (CFP Board), the Financial Planning Association® (FPA®) and the National Association of Personal Financial Advisors (NAPFA) – the leading national organizations representing the development and advancement of the financial planning profession. Together, the Coalition seeks to educate policymakers about the financial planning profession, to advocate for policy measures that ensure financial planning services are delivered in the best interests of the public, and to enable the public to identify trustworthy financial advisers. The Coalition has been active in support of the DOL fiduciary rulemaking – seeking a final rule that both protected retirement investors and could be implemented by our stakeholders within their practices.

 



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