Winning in the Retirement Market
SAVE THE DATE
Wednesday, April 5, 2017, 4:00 p.m. to 6 p.m.
Winning in the
Retirement Market
Sponsored by Lord Abbett (Courtney Langdon)
Presented by Brian Dobbis, QKA, QPA, QPFC, TPGC
The Central Arizona Estate Planning Council and the Accredited Estate Planner (AEP) committee cordially invite you to a complimentary educational, networking meeting while earning Continuing Educational credits followed by Hors d’oeuvres & Refreshments at:
UPDATE: 5th and Wine has gone out of Business. Join us at:
7111 E. 5th Ave #E
Scottsdale, AZ 85251
3 doors down from the former 5th and Wine Location
Earn 1 AEP, CFP, CIMA, CLU & PACE Continuing Education Credit
A Certificate of Completion and material handout will also be given to self-submit for other organizations, licenses, and designations for possible CE credit
Topics Include:
Defining a plan fiduciary
Fiduciary “pitfalls”
Limiting fiduciary liability
Legislative and regulatory update
Using this knowledge to grow your retirement plan business
