The topic: ERISA Update. Secure Act, Cares Act, MEP’s PEP’s and (it’s back!) The new Conflict of interest Regulation.
Presented by Larry Kavanaugh Jr. AIF, CPFA, CLU, ChFC.
We will apply for 1 hour of continuing education NYS Insurance, CFP® and CPA.
Breakfast will be ready at 7:45 AM
Coffee after 7:30 AM
Educational Meeting begins at 8AM-9:15 AM
Reservation link: September 17 Registration Link
Location: Giancarlo’s Sicilian Steak House, 5110 Main Street, Williamsville, NY 14221
We plan to provide this program virtually as well.