Winning in the Retirement Market

Date: Wednesday, April 5, 2017
Time: 4:00pm - 6:00pm
Location: Citizens Public House 7111 E. 5th Ave, Scottsdale, AZ 85251
Speaker: Brian Dobbis, QKA, QPA, QPFC, TPGC

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

Related Document(s):

See Upcoming Event Calendar