Social Security is a government sponsored retirement benefit program designed to replace some Department of Labor has established new guidelines as to the fiduciary standard in regard to giving financial advice. The DOL’s definition of fiduciary demands that retirement advisors act in the best interests of their clients and put their clients’ interests above their own. It is imperative today that individuals who offer advise to clients act so in an ethical manner and avoid all conflicts of interest by placing client needs first and foremost The best interest standard is now measured throughout the industry as one which will set the highest level of service for fee.
At this meeting participants will review
Participants after this session will identify:
Refund & Cancellations
Request for refunds must be received in writing no later than 48 hours prior to course. For more information regading refund/complaint or cancellation contact us at (201) 0845-7009 BGS Assurance LLC is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing education of the National registry of CPE Sponsors. State board accountancy have final Authority on the acceptance of individual courses on CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry org
CREDITS 2 CPE ADVANCE PREP: None PROGRAM LEVEL: Intermediate DELIVERY METHOD: Live Group FIELD OF STUDY: Information Technology
