Fiduciary Training + Best Practice Update

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15 May

Fiduciary Training + Best Practice Update: Breaking the 401(k) News That Keeps You On The Leading Edge

Fiduciary Training + Best Practice Update: Breaking the 401(k) News That Keeps You On The Leading Edge

Wednesday, May 15, 2024 (12:00 AM to 11:59 PM)
1 PDCs
Provider: Aldrich Wealth LP
Course Name: Fiduciary Training + Best Practice Update

Speaker: Neil Plein, CPFA™, AIF®, Kathy Peterson CPFA™, CRPC®, AIF®, Casey McKillip MBA, CPFA™, AIF®, Dann Horowitz CPFA™, Kaeleb Greeley
Program Type: Seminar/Workshop
Registration URL: https://wealthadvisors.com/
Fiduciary Training + Best Practice Update: Breaking the 401(k) News That Keeps You On The Leading Edge, Lake Oswego, Oregon
Email Details

This year our experts transform into the news team, helping you jump ahead of tomorrow by providing actionable insights on: Lightening Litigation – The new angle that’s catching so many companies off guard DOL Disruption – Don’t make these mistakes! SECURE Surprise – Making sure these items are on your radar… Building bombshell? – We predicted this last year, and now it's getting serious

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This year our experts transform into the news team, helping you jump ahead of tomorrow by providing actionable insights on: Lightening Litigation – The new angle that’s catching so many companies off guard DOL Disruption – Don’t make these mistakes! SECURE Surprise – Making sure these items are on your radar… Building bombshell? – We predicted this last year, and now it's getting serious

Fiduciary Training + Best Practice Update: Breaking the 401(k) News That Keeps You On The Leading Edge
Fiduciary Training + Best Practice Update: Breaking the 401(k) News That Keeps You On The Leading Edge
525 3rd St
Lake Oswego, OR 97034-3081

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