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A Conversation with Brian Graff

Topic

Professional Conduct and Regulation

Program ID

333495

Hours

1

Format

Live / Conference Session

Complexity

Intermediate

Description

Join Brian Graff, CEO of the American Retirement Association and Michael Paris, AIF®, CPFA. We'll open the floor to answer your questions about the legislative and regulatory world of Washington, DC and how the new administration may impact current and future retirement rules and regulations.

Learning Objectives

Financial services regulations and requirements. Qualified plan rules and options. Distribution rules and taxation