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INFORMATION AND EDUCATIONAL OPPORTUNITIES TO KEEP YOU INFORMED

 

 

 

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INTAC Seminar for Financial Advisors: Add Value as a Retirement Advisor in the New Fiduciary Era

Choose from any of the seminar sessions below; both dates feature top industry experts on ERISA law. Walk away with an elevated understanding of the following:

  • The latest updates on Fiduciary Rules
  • Fiduciary lawsuit case studies / plan sponsor liabilities
  • What the IRS & DOL are targeting in their recent audits
  • The liability of becoming a 3(21) or 3(38) fiduciary

Wednesday, November 8
Featured Presenter: Chuck Rolph Director, Advanced Consulting Group - Nationwide

Increase sales and attain more clients by following the new fiduciary guidelines.

Choose from 2 sessions

  • 8:30 am - 10:00 am Lunch & Learn: Morristown, NJ
  • 4:30 pm - 6:30 pm Cocktails & Conversation: Red Bank, NJ

Tuesday, December 5
Featured Presenter: Alison J. Cohen, Senior Associate - Ferenczy Benefits Law Center

Differentiate your retirement plan practice and provide value to your client list.

Choose from 2 sessions

  • 12:00 pm - 2:00 pm Lunch & Learn: Morristown, NJ
  • 4:30 pm - 6:30 pm Cocktails & Conversation: Rumson, NJ

Contact INTAC’s Event Coordinator, Maggie at mdipalma@intacinc.com, if you are interested in learning more. We hope you can join us!



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