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Philadelphia Bar Association

Topcap Invite

Date:
Tuesday, April 11, 2017

Time:
9:00 AM

Location:
Philadelphia Bar Association
11th Floor Conference Center
1101 Market St., ARAMARK Bldg.
Philadelphia, PA 19107

3 Total (2 SUB/1 ETH)

Registration Info:
Registration:
8:30 AM

Program:
9:00 AM - 12:15 PM

CLICK HERE TO REGISTER FOR THIS CLE PROGRAM

Presenters:

Jamie P. Hopkins, Esq.
Co-Director of the Center for Retirement Income
Associate Professor of Taxation
The American College of Financial Services
Bryn Mawr

David Littell, J.D.
Co-Director of the Center for Retirement Income
Associate Professor of Taxation
The American College of Financial Services
Bryn Mawr

Peter Gulia, Esq.
Fiduciary Guidance Counsel
Peter Gulia PC
Philadelphia

Understanding the New DOL Fiduciary Rule: Are You Ready to Advise Your Clients?

CLE - VIDEO ENCORE_Understanding the New DOL Fiduciary Rule

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.

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Bottomcap Invite