Upcoming June Speaking Engagement:

Upcoming Speaking Engagement
Thursday, June 30, 2016
11:30a.m. – 1:00p.m.
Strategies Capital Management
1900 Wazee Street, Suite 1535, Denver 80202

On Thursday, June 30 from 11:30a.m. – 1:00 p.m., I will present at the downtown Denver office of Strategies Capital Management, during a lunch seminar regarding the DOL’s new fiduciary rules, including topics such as:

  • “Fiduciary Duty” vs. “Suitability Standard”
  • Potential conflicts of Interest
  • The “Best Interest” exemptions
  • How the DOL ruling impacts your plan
  • Employers’ obligations
Please contact me if you would like to attend this timely seminar, given that these DOL rules will be effective before you know it!