Jeff Evanello - DOL Fiduciary Rule update and how it will affect the Financial Advisor (30 minutes) . 

Pete Valadez - Waddell and Reed , Jim Cannon - Dynamic Wealth Advisors will each discuss how their firms are preparing Advisors for the transformational changes of the pending April 2017 DOL Fiduciary Rule.

Allan Small  - Mass Mutual - Life Insurance In a Qualified Plan - Insurance CE Credit (One Hour)

Topics to be discussed include:

• What are the new Department of Labor regulations and how did we get to this point?
• What is now considered "Reasonable Compensation?"
• What are the business implications of the new regulations?
• What does this mean for advisors, registered reps and insurance agents?
• Selling Life Insurance in Qualified Plans and how this will be interpreted by the Department of Labor.

Space is limited. Please register here:

Please call 480-695-8603 or email Jeff at jeffev@evanelloent.com if interested in attending.  Thank you.