The Labor department just changed the fiduciary rule and its exemptions. Attendees will receive a 71-page explanation UPDATED for the changes JUST PUBLISHED on April 7, 2017.
In the CLE video encore, attendees will hear about the U.S. Department of Labor's new rule, "Definition of the Term 'Fiduciary'; Conflict of Interest Rule - Retirement Investment Advice," that expands ERISA's prudent-expert fiduciary standard to cover a wide range of businesses and individuals not previously covered by that standard of care.
Whether you advise financial service practices, investment management firms, employee benefits, or insurance companies, this Video CLE will prepare practitioners to handle the new legal challenges and advise their clients as a result of the changes from this new rule.
Beyond the published updates document and the video, the course's author, Peter Gulia, Fiduciary Guidance Counsel, will be there LIVE to answer your questions.
Be ready to tell your clients - whether investors, employers, or service providers - about the new risks and opportunities.