Winning in the Retirement Market

Date: Wednesday, April 5, 2017
Time: 4:00pm - 6:00pm
Location: 5th & Wine - 7051 East 5th Avenue 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:

 

5th & Wine 
7051 East 5th Avenue
Scottsdale, AZ 85251

 

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

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