The DOL's Fiduciary Rule kicked in on June 9, 2017 but has a transition period for the application of some exemptions extending through January 1, 2018. The rule elevates all financial professionals who work with retirement plans or provide retirement planning advice to the level of a fiduciary. Fiduciary's are required to act in the best interest of clients, and to put their clients' interest above their own. Advisors are not able to conceal any potential conflict of interest, and must disclose all fees and commissions they make off of a client to said client.
What does the Fiduciary Rule mean to you? This can impact yours or your company's 401k, retirement plan, employee stock ownership plans and more. Allen Dembski of Buffalo First Wealth Management, LLC will go over just what this means for you.
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Date and Time
Tuesday Aug 15, 2017
12:00 PM - 1:00 PM EDT
Tuesday, August 15, 2017
12:00 pm - 1:00 pm
Location
Amherst Chamber of Commerce Offices
400 Essjay Rd., Suite 150
Williamsville, NY 14221
Fees/Admission
$10 includes lunch