Pass Down Wisdom with Wealth Date: Wednesday, September 7, noon - 1 pm ET Register An Allianz survey asked Baby Boomers to rank priorities when granting an inheritance. By a factor of 8-1 they prefer passing down family history, stories and life lessons above financial assets. In this webinar you will learn how to fill this high demand need and, by doing so, generate … {...}
Webinar - The New Fiduciary Rules: What Do You Need to Know and Do Now?
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Date/Time
Date(s) - 07/27/16
12:00 pm - 1:00 pm
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Marcia S. Wagner, Esq., The Wagner Law Group will present insights into the DOL Fiduciary Rule, including:
- A timely and pertinent review of the fiduciary law as published on April 8, 2016.
- Specific preparations, such as whether and how the BIC exemption, fee levelization and robo-advice might be utilized in financial service business models.
- The practical requirements of the new fiduciary rule, BIC and the necessary training of financial advisors and internal sales forces.
- A robust conversation regarding rollovers and mitigation of conflicts of interest.
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