Houston Networking

The American College of Financial Services in concert with NAIFA-Houston and SFSP Houston presents DOL Disruption: How You¹ll Be Affected (Yes, You!)

The Department of Labor Fiduciary Rule is the leading topic of conversation at every meeting within the financial services industry today. Co-sponsored by NAIFA-Houston and the Houston Chapter of SFSP, you are invited to join The American College of Financial Services as we host a dynamic workshop where you will receive clear and relevant information from Craig Lemoine, PhD that will help you serve your clients properly under the new fiduciary rule. This program and the networking reception are complimentary- no charge to attend. However, you must register to obtain your event ticket and receive the complimentary one (1) CE credit. You will need to show your event ticket to attend the program. Please register below.

When and Where
Hyatt Hotel in Houston, TX

Thursday, October 6, 2016
3:00 PM to 5:00 PM Seminar
5:00 PM to 6:00 PM Networking Reception

Hyatt Regency Houston
1200 Louisana Street
Houston, Texas 77002

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PRESENTED BY

The American College of Financial Services Logo
NAIFA Houston Logo
FSP Logo

Agenda

2:15 PM

Registration and Coffee


3:00 PM

Welcome


3:15 PM

Seminar: Financial Planning in the New World of the DOL Fiduciary Standard


4:30 PM

Q&A


4:45 PM

Closing remarks and CE signout


5:00 PM

Cocktail Reception


Speaker

Session

FINANCIAL PLANNING IN THE NEW WORLD OF THE DOL FIDUCIARY STANDARD

Craig W. Lemoine, PhD, CFP®

Craig Lemoine will discuss the Department of Labor’s new “Conflict of Interest” standards, and the history behind them. In addition, he will address the impact of the rule on clients, insurance agents, registered reps, broker-dealers, insurance companies, plan sponsors, and other industry stakeholders. Dr. Lemoine’s presentation will focus on the significant consequences of the DOL rule and help financial service professionals position themselves for substantial industry change.