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Fiduciary Rule - what you need to know

  • Wednesday, October 19, 2016
  • 4:30 PM - 7:00 PM
  • Arden Hills Resort - 1220 Arden Hills Lane, Sacramento CA 95864

Registration


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What You Need to Know about the Fiduciary Rule and how it affects you and your clients:

Come join a lively discussion with representatives from Principal and John Hancock.

Mark Christensen, Allen Knott, Chris McDavid and more will be a panel to lead a round table discussion on the New Fiduciary Rule

Come find out:

  • What changes do you see in your business model and agreements
  • What should TPAs be looking out for
  • What should sponsors be looking out for
  • What should advisors be looking out for
  • What do we still not know and how does that affect us

Bring your questions, your thoughts and your voice to this current topic.

Become a member to get member pricing on meetings


We thank our 2016/2017 Annual Sponsor GALLINA, LLP for bringing this meeting to you!


Please feel free to reach out to WP&BC with any questions.

Membership Questions To:
Brian Abad
Chapter President
brian.abad@aicinvest.com
(916) 771-4142



Website Support:
Karin LeCocq
Website Administrator
info@wpbcsacramento.org

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