The Presidential Panel:
The Present & Future of our Industry
Friday, Feb. 12th
11:30am ET / 10:30am CT / 9:30am MT / 8:30am PT
Larry Rybka, JD, CFP®
President & CEO
ValMark Financial Group
David Hoff, CLU, ChFC, CFP®
President & Owner
First Heartland Capital
Drew Jackson CIMA®
President & CMO
Concorde Asset Management
Jim Silbernagel, CFP®, CEPS, LACP, LUTCF
President & Host
Real Wealth® Marketing
CHANGE PERPETUATES OUR BUSINESS.
Regulation changes offer both challenges and opportunities. The DOL Rule put a lot of companies under immense pressure, but it was repealed.
However, things may change with the new president-elect, so to give us insight on what we should be aware of and prepare for, we've put together a panel of presidents of broker-dealers. There also have been so many mergers & acquisitions in the industry - the big companies are getting bigger - and many have transitioned to fee-based.
How has and will all this change the way we do business?
KEY TAKEAWAYS
Challenges of regulations
What may be coming down the pike
How the industry's transition to fee-based changes the way we do business
How the many mergers and acquisitions affects the industry and advisors
New opportunities with life insurance
SAVE YOUR SEAT
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