Sale!
$129.00 $19.00

  • July 10, 2020
  • 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT

Sale!
$129.00 $39.00

  • July 14, 2020
  • 1:00 pm ET / 12:00 pm CT / 11:00 am MT / 10:00 am PT

Sale!
$129.00 $39.00

  • July 17, 2020
  • 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT

Sale!
$129.00 $19.00

  • July 21, 2020
  • 1:00 pm ET / 12:00 pm CT / 11:00 am MT / 10:00 am PT

$49.00

  • July 23, 2020
  • 12:00 pm ET/11:00 am CT/10:00 am MT/9:00 am PT

Sale!
$129.00 $39.00

  • July 30, 2020
  • 1:00 pm ET / 12:00 pm CT / 11:00 am MT / 10:00 am PT

Sale!
$129.00 $39.00

  • July 31, 2020
  • 12:00 pm ET / 11:00 am CT / 10:00 am MT / 9:00 am PT

Sale!
$129.00 $89.00

With Regulation Best Interest (BI) going into effect July 1, what will be the impact on how financial advisors service their clients on a daily basis? Layer on top of that the changes to retirement planning created by the SECURE Act as well as the annual lists from FINRA and the SEC of each agency’s [...]

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals.

$19.00

This article appeared in the July 2019 Journal of Financial Service Professionals. 

$19.00

This article appeared in the March 2020 Journal of Financial Professionals. 

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