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March PLAN Seminar
March 21, 2017 @ 8:00 am - 9:30 am$10.00
Join the Community Foundation for Alleghenies for the next discussion in our PLAN series for wealth advisors: Fiduciary Responsibilities: Making Informed Decisions about Retirement Plans. CLICK HERE TO SIGN UP.
You’ll also hear from Community Foundation Executive Director Mike Kane on the CFA’s latest activities, and how you can help your clients get the most from their philanthropic planning.
Some learning objectives:
- Increase attendee awareness and understanding of retirement plan fees and expenses.
- Convey responsibility of plan fiduciaries to act solely in the interests of plan participants and beneficiaries.
- Discuss consequences for failure to properly exercise fiduciary responsibilities
The seminar qualifies for CE, CPE, CFP, CTFA, or CLE continuing education credits.
Go here to learn more about joining our Philanthropic Leaders Advisory Network. Benefits include networking and marketing opportunities, outreach through education seminars, and partnership with experts in philanthropic giving at the Community Foundation for the Alleghenies.