We held our first Dinner/Educational Meeting for Investment Professionals in our area on March 26th, and it was a success. We reviewed various 'hot topics' in the retirement plan world such as:
Fiduciary Responsibility and Liability
Qualified Default Investment Alternatives (QDIA)
Automatic Enrollment Feature
Latest CT Legislative Proposal and Supreme Court Rulings
Held in a casual, informal atmosphere, we had a lot of discussion with the Investment Professionals who attended, and some great roundtable discussions. Not to mention some delicious food.
I also want to thank our sponsor, Nationwide, who not only provided us with this opportunity, but gave some great solutions to the advisors who attended on ways Nationwide can help with the topics discussed.
We look forward to hosting more of these meetings in the future, and also will be hosting a quarterly roundtable discussion at our office for any advisor who wishes to attend. More information will be posted soon.
In the meantime, if you are interested in attending a future educational meeting, please feel free to contact our office and we will put you on the invitation list for the upcoming events.
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