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New Fiduciary Duty Rule: What You Need to do Now

May 18, 2016
4:00 PM - 6:00 PM
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Location:

Crescent Club
6075 Poplar Avenue, #909
Memphis, Tennessee

Date/Time:

May 18, 2016
4:00 PM - 6:00 PM

4:00 – 6:00 p.m. Discussion and Beverages

Join us for a roundtable discussion on the Department of Labor's Final Fiduciary Duty Rule, which updates and expands the coverage of their prior rule governing the obligations of advisers to retirement accounts and forces both broker-dealers and investment advisers to closely review their services. We will discuss the four significant changes from the proposed rule and the steps you should take now to amend policies, procedures, disclosures and contract provisions. You don't want to miss this.

Continuing Education Credit:
This program is pending CLE credit approval in the state of Tennessee.

Events Contact

 
Ashley Siskey
T: 615.726.7301
  Email Professional

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