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Breaking News! The DOL has released the final Retirement Security Rule
Date: April 30, 2024
Time: 2:00 pm - 3:00 pm EST
Join Jason Roberts from Pension Resource Institute as he reviews the changes to the definition of investment advice and amendments to current prohibited transaction exemptions, including PTE 2020-02. Don't miss this discussion of the potential impact on financial institutions and their professionals.
This webinar is pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
