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Upcoming Events

Work Plan Retire

There are no upcoming events.

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Past Events

Through the Eyes of a Former DOL Sr. Investigator: 2018 Fiduciary Summit

Through the Eyes of a Former DOL Sr. Investigator: 2018 Fiduciary Summit

Boca Raton, FL
Please join us for our 2018 Palm Beach Fiduciary Summit at Abe & Louie's on April 19th from 11:30 am to 2 pm (lunch will be provided)  We will have keynote speaker Dave Donaldson, a former Sr. Investigator for the DOL. David spent many years working for the DOL and will provide an overview of DO...
Thursday, April 19 2018 11:30 AM 2:00 PM

2016 Palm Beach Fiduciary Summit

2016 Palm Beach Fiduciary Summit

West Palm Beach, FL
Please join us for our 2016 Palm Beach Fiduciary Summit at The Club at Ibis on October 18th from 11 am to 2 pm.  Our keynote speaker will be former DOL Sr. Investigator David Donaldson, who will be covering the new Fiduciary Rule and what it means for plan sponsors. David spent many years workin...
Tuesday, October 18 2016 11:00 AM 2:00 PM
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