Financial Behavior in Retirement Summit: The Battle Royale Over Standards

Presented by: Marilyn Capelli Dimitroff, CFP®
Ivan Knauer

Leading watchdog organizations discuss standards of practice for financial planners and advisors. These critical issues must be implemented into every planning practice in order to not only comply, but to succeed in the marketplace. A must-attend final session! …

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Advice and insights from industry experts on changes in the rules governing Roth IRAs set to take effect in 2010

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