Monday, November 13

8:00 AM to 9:15 AM
David Tittsworth,

J.D.

Ropes & Gray
Duane Thompson,

AIFA®

Potomac Strategies, LLC
Richard Roberts,

J.D., LL.M.

Roberts, Raheb, & Gradler, LLC and Former SEC Commissioner

Get the latest information on developing trends involving the fiduciary standard from Washington insiders, ranging from status...

9:30 AM to 10:30 AM
David Levine,

J.D.

Groom Law Group
George Sepsakos,

J.D.

Groom Law Group

The Department of Labor fiduciary rule remains in flux. Where does this leave your business? While you have already made...

10:45 AM to 12:00 PM
Greg Valliere
Horizon Investments

Veteran Washington analyst, Greg Valliere, offers a wide-ranging review of key policy issues from the Trump agenda (tax reform...

1:45 PM to 2:45 PM

The trickiest part of the Department of Labor’s fiduciary rule is how it is applied across various advisory channels and...

3:00 PM to 4:00 PM

The Department of Labor has enacted significant changes to the ERISA fiduciary rule. With a specific focus on ethical...