INTAC Seminar for Financial Advisors: Add Value as a Retirement Advisor in the New Fiduciary Era
October 26,
2017
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!