Please join the DFW chapter of ISCEBS on Thursday, June 13th for "401(k) - Fiduciary Landmines, Investment Policy Statements and Financial Education" at Maggiano's and via webinar.
Our speaker, Brandon Day, Senior Advisor with 360 Wealth Management, will discuss:
Thursday, June 13, 2019
11:30-noon – registration and lunch
Noon-1 – speaker presentation
Maggiano's Little Italy
205 Northpark Center
Dallas, TX 75225
$25 – Chapter Member
$25 - DAHU Member
$35 - Nonmember
$10 - Webinar
(Access instructions will be emailed by June 11th, if you have not received the instructions by then, please email: email@example.com)
Please click here to register.
By Tuesday, June 11, 2019
360 Wealth Management
In addition to ongoing management of existing clients, Brandon works with Financial Advisors to help grow their practice by expanding their knowledge on various investment reporting and trading platforms, financial planning software, and other ways to improve and streamline their process.
This program qualifies for one (1) CEBS compliance credit. Visit www.cebs.org/compliance for more information.