SUCCESSION PLANNING - Dallas - November 19
Nov
19
11:15 AM11:15

SUCCESSION PLANNING - Dallas - November 19

TD Ameritrade, Inc. and other presenting firms are separate unaffiliated companies and are not responsible for each other’s services or policies. The seminar is for general information purposes only and should not be considered a recommendation or advice. TD Ameritrade does not guarantee the accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained. Please consider your individual financial position and goals before making an independent investment decision. Past performance does not guarantee future results.

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GATEWAY ALBUQUERQUE OFFICE GRAND OPENING AND DOL FIDUCIARY RULES UPDATE - ALBUQUERQUE
Nov
22
11:30 AM11:30

GATEWAY ALBUQUERQUE OFFICE GRAND OPENING AND DOL FIDUCIARY RULES UPDATE - ALBUQUERQUE

Hear from the industry's top authorities on the new Department of Labor regulations and how it will affect your business. 

Topics to be discussed include:

  • What are the new DOL regulations?
  • Who is subject to the Regulations?
  • Who is excluded from the Regulations?
  • What is now considered "Reasonable Compensation?"
  • What are the business implications of the new regulations?
  • What is the implementation timetable?
  • What does this mean for advisors, registered reps and insurance agents?

Space is limited. Please register here:

Final Event Location TBD, please call 480-695-8603 or email Jeff at jeffev@evanelloent.com if interested in attending.  Thank you.

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DOL FIDUCIARY RULES AND HOW IT EFFECTS YOUR PRACTICE - SALT LAKE CITY
Oct
27
11:30 AM11:30

DOL FIDUCIARY RULES AND HOW IT EFFECTS YOUR PRACTICE - SALT LAKE CITY

Hear from the industry's top authorities on the new Department of Labor regulations and how it will affect your business. 

Topics to be discussed include:

  • What are the new DOL regulations?
  • Who is subject to the Regulations?
  • Who is excluded from the Regulations?
  • What is now considered "Reasonable Compensation?"
  • What are the business implications of the new regulations?
  • What is the implementation timetable?
  • What does this mean for advisors, registered reps and insurance agents?

Space is limited. Please register here:

Final Event Location TBD, please call 480-695-8603 or email Jeff at jeffev@evanelloent.com if interested in attending.  Thank you.

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HOW THE DOL FIDUCIARY RULES WILL IMPACT FINANCIAL ADVISORS/ LIFE INSURACE IN A QUALIFIED PLAN CE - PHOENIX
Sep
20
11:30 AM11:30

HOW THE DOL FIDUCIARY RULES WILL IMPACT FINANCIAL ADVISORS/ LIFE INSURACE IN A QUALIFIED PLAN CE - PHOENIX

Jeff Evanello - DOL Fiduciary Rule update and how it will affect the Financial Advisor (30 minutes) . 

Pete Valadez - Waddell and Reed , Jim Cannon - Dynamic Wealth Advisors will each discuss how their firms are preparing Advisors for the transformational changes of the pending April 2017 DOL Fiduciary Rule.

Allan Small  - Mass Mutual - Life Insurance In a Qualified Plan - Insurance CE Credit (One Hour)

Topics to be discussed include:

  • What are the new Department of Labor regulations and how did we get to this point?
  • What is now considered "Reasonable Compensation?"
  • What are the business implications of the new regulations?
  • What does this mean for advisors, registered reps and insurance agents?
  • Selling Life Insurance in Qualified Plans and how this will be interpreted by the Department of Labor.

Space is limited. Please register here:

Please call 480-695-8603 or email Jeff at jeffev@evanelloent.com if interested in attending.  Thank you.

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HOW THE DOL FIDUCIARY RULES WILL IMPACT FINANCIAL ADVISORS/ LIFE INSURACE IN A QUALIFIED PLAN CE - PHOENIX
Sep
15
11:30 AM11:30

HOW THE DOL FIDUCIARY RULES WILL IMPACT FINANCIAL ADVISORS/ LIFE INSURACE IN A QUALIFIED PLAN CE - PHOENIX

Jeff Evanello - DOL Fiduciary Rule update and how it will affect the Financial Advisor (30 minutes) . 

Pete Valadez - Waddell and Reed , Jim Cannon - Dynamic Wealth Advisors will each discuss how their firms are preparing Advisors for the transformational changes of the pending April 2017 DOL Fiduciary Rule.

Allan Small  - Mass Mutual - Life Insurance In a Qualified Plan - Insurance CE Credit (One Hour)

Topics to be discussed include:

  • What are the new Department of Labor regulations and how did we get to this point?
  • What is now considered "Reasonable Compensation?"
  • What are the business implications of the new regulations?
  • What does this mean for advisors, registered reps and insurance agents?
  • Selling Life Insurance in Qualified Plans and how this will be interpreted by the Department of Labor.

Space is limited. Please register here:

Please call 480-695-8603 or email Jeff at jeffev@evanelloent.com if interested in attending.  Thank you.

 

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3D Asset Management "Mastering Retirement Income"
May
13
11:30 AM11:30

3D Asset Management "Mastering Retirement Income"

Join us for a VIP luncheon and wine-paring demonstration. Enjoy a menu with ingredients at their peak of ripeness, prepared with rustic cooking techniques and paired with an award-winning wine list hand selected by our Master Sommelier. All this while learning about our time tested, turnkey retirmement income planning solutions.

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