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Fiduciary Resource Center

Webinars

 

Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are fi360 staff or other industry thought-leaders.

Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC™ Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and login to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email resources@fi360.com.

 

UPCOMING WEBINARS

 

Please stay tuned for upcoming webinars.

 

Recent WEBINARS

 

The DOL’s Fiduciary Rule: What’s in it and what does it mean for advisors?

Blaine F. Aikin, AIFA®, CFA, CFP®, AIF®, CEO of fi360
Duane Thompson, AIFA® Senior Policy Analyst at fi360

Date: Monday, April 11, 2016 from 11:00 a.m. - 12:00 p.m. ET

Every year Social Security publishes its Trustee report on the funded status of the Social Security Funds. The numbers are concerning. Add this to the many published reports that Americans are facing a retirement crisis and the two create a concerning picture. Are we facing a crisis and, if so, what can we be doing to change the tide? As advisors, what are we communicating to our clients to encourage them to do more? Who will be responsible for the shortfall if we do have a crisis? How can we move employees to do more for themselves to help secure a comfortable retirement?

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