Navigating the ERISA Fiduciary Advice Proposal

National Association of Plan Advisors [NAPA]

Speakers:

• Kelsey Mayo, Director of Regulatory Affairs, American Retirement Association (ARA)
• Allison Weilobob, General Counsel, American Retirement Association (ARA)

Description: Join us for an insightful webcast as we delve into the complexities of the Department of Labor's most recent proposals related to fiduciary investment advice. This presentation will cover key aspects of the proposal and potential implications.
Whether you're a financial advisor, consultant, or anyone involved in retirement planning, this webcast is a must-attend to stay informed and enhance your proficiency in navigating the ERISA Fiduciary Advice Rule. Don't miss this opportunity to sharpen your expertise and better serve your clients with confidence.

Learning Objectives:

• Learn how to navigate the fiduciary advice proposal.
• Explore potential compliance challenges.
• Understand opportunities and objectives for comments.

More Information, How to Register