The New DOL Fiduciary Rule - An in Depth Look at How to Move Forward

This course is a deeper dive into the new DOL fiduciary rule. Attendees should have participated in the preliminary webinar conducted in Sept. by Tom or have some basic familiarity with the rule, how it expands the definition of fiduciary, and available exemptions. The first part of the presentation will address specific strategies that fee only advisors should consider implementing to respond to the rule. The second part of the presentation will be a Q&A. Bring your difficult issues and questions! We will do our best to respond.