Virtual Roundtable Discussion on SEC’s New Rule Package

This event has passed.

On Wednesday, September 25, Principals Kevin Walsh and David Levine will join the Journal of Financial Planning to continue their discussion of the SEC’s New Rule Package and what it means for those impacted in an interactive online roundtable. Levine and Walsh will examine the different components of the rule package and explain how the SEC’s Regulation Best Interest will impact stakeholders (such as investment advisers and broker-dealers).

To learn more about the program or to register, please click here.