New DOL Fiduciary Rule 4-Hour CE Course comes to Jacksonville!
Tuesday, December 6th, 2016
"Compliance with New DOL Fiduciary Rules"
4-HOUR CE COURSE MODERATED BY:
Bryon Holz, CLU, ChFC, CASL, LUTCF
In April, 2016, the U.S. Department of Labor issued final regulations regarding the necessary duties and obligations of both the advisors working with qualified plans and IRAs and the financial institutions providing products and supervision of those advisors. This 4-hour course helps advisors understand the requirements of the new rule from the DOL and discusses implementation of those requirements so that advisors can be compliant while best serving the needs of their clients.
Course Level: Intermediate / Course ID # 98668 / Course Authority CE 2-14 / Provider # 654
Check-in: 12:30 pm / Class: 1:00 - 5:00 pm
Classroom #3, 7077 Bonneval Road, Jacksonville, FL 32216
$195.00 NAIFA Members / $295.00 Non-Members
Free Access to Monthly Chats Included!
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION!
Congratulations to NAIFA-Jacksonville's Maureen Kirschhofer!
2016 Distinguished Service Award Recipient from the International Disability Insurance Society (IDIS)! CLICK HERE FOR COMPLETE DETAILS
Thank You to all of 44th Annual Awards Gala attendees on February 25th,
and Congratulations to our Awards Recipients!
Congratulations to Our Awards Recipients!
SPECIAL THANK YOU TO OUR 2016 SPONSORS!
Congratulations to NAIFA-Jacksonville Past President Michael W. Halloran, recently elected into the NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) designee by the National Association of Estate Planners & Councils.
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THANK YOU TO OUR SPONSORS!
For more information about sponsorship opportunities with NAIFA-Jacksonville, pleasecontact Cherri M. Coombs-Ohmer, LUTCF at our Association office by calling (904) 695-2300 or e-mail firstname.lastname@example.org.
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NAIFA-Jacksonville presents the 215 LHVA Prelicensing Course!
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