Bryan Beatty, CFP®, AIF® President’s Message
We are almost half way through the year and we have
seen the delay of the Fiduciary Rule twice. Then there was no further delay on
the first round of implementation and a promise for revision, followed by a new
rule promised from the SEC. So, will enforcement on the DOL rule happen in 2018
or will it change some more? Stay tuned. Regardless of the fact that the rule
could change and who will write the final rule might change, one thing is for
certain, you should be changing your business model to a fiduciary style model in
order to move into the next generation of financial advice and planning.
One way to be ready for such change is to be informed.
Please join us for a great event next week. Your last chance to register is
TODAY!
This June’s Spring Symposium will address these issues
head on. The June symposium is June 5th
at the Dulles Hyatt. “Navigating Change in the Age of Uncertainty”. You can register
here to learn how you can compete and prosper in the changing climate of
the new “Fiduciary” world. Speakers will be Wade Pfau, Bob Veres, and Victor
Gaxiola from Hearsay Social to name just a few.
Our charity golf event was another great success. We
are looking for feedback on the location for upcoming golf venues. So, if you
have a facility that you would recommend for the event, please email Peggy
Nelson with your comments.
NexGen will have its annual gathering in June in
Chicago, Illinois, and there is still time to sign up on the ONEFPA website.
Meanwhile, you can also sign up for the upcoming NexGen Study Group on June 13
in McLean, VA. See our website for this registration.
Do you have an opinion about how our industry should
work? Then join us for Advocacy Day June 20 -21 (click to learn more about
advocacy), where we storm the hill to educate our political leaders about the
FPA and the planning profession. See Parker Trasborg, CFP, trasborgp@cjmltd.com, for details on how to help.
Our second happy hour with CE is scheduled for July.
See our chapter calendar
for other upcoming events. Please join us on June 22 for our Happy Hour without
CE, too!
Remember we are always looking for people to get involved
and volunteer even if it is just one thing. See you at an upcoming event.
Best Regards,
Bryan
Bryan Beatty, CFP®, AIF®
2017 FPA NCA President
No comments:
Post a Comment