This event is part of our Practice Management Series.

What impact does the Department of Labor’s fiduciary rule have on your practice? The rule is voluminous and complex, and for advisors who provide advice to IRAs, the rule brings IRAs and rollovers into the fiduciary equation. Many industry pundits are recommending that if you have not already started preparing, you should begin within the next 30 or maybe 60 days.

Chris Draughan and Dan Laudrau will be facilitating a roundtable discussion on the issues and concerns this 1,023-page document has on your practice and some steps advisors can take now to comply with the new rule.

About the Roundtable
As the financial advisory marketplace become increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.

Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.