Open to all NAIFA Members. Register now.
Congress returned to session last week, which means that NAIFA’s advocacy work on behalf of our members and your clients is in full swing. As I explained in an earlier CEO Blog post, the Department of Labor’s fiduciary rule proposal poses the most immediate threat to your business.
NAIFA President Juli McNeely testified on Sept. 10 before the House subcommittees on Oversight and Investigations and Capital Markets and Government Sponsored Enterprises. She did an excellent job detailing how the proposal, as it is currently written, is unworkable. She explained to members of Congress that a legislative remedy may be necessary if DOL does not significantly revise the rule and address issues that would interfere with advisor-client relationships and make retirement advice too expensive for many middle-income Americans.
The DOL rule would affect nearly every NAIFA member who provides retirement products and advice. If you operate in that space, you need to know about this threat.
As a free benefit for members, NAIFA is producing a webinar entitled, “The DOL Proposed Regulation – What You Need to Know Now!” Juli McNeely, experts from the NAIFA Government Relations team and I will do a deep-dive into the specifics of the proposed rule to tell you how it would impact your business and what you can expect moving forward. We will also answer your questions, discuss additional resources NAIFA is making available to members and tell you what you can do to take action.
This promises to be one of our most popular webinars this fall. In fact, more than 450 advisors have already registered for the event. I hope you will join us.
Wednesday, Sept. 23, 2015
3:00 PM – 4:00 PM EDT
Presenters: Juli Y. McNeely, LUTCF, CFP, CLU; Kevin M. Mayeux, CAE; NAIFA Government Relations team