Broker Check
27 July
Fiduciary Basics Webinar

Description

Please join us for this complimentary fiduciary training webinar!

During this quick 30 minute webinar we will help Business Owners, HR Professionals, Plan Sponsors, and Plan Administrators understand their basic fiduciary duties under ERISA as well as provide some actionable best practices you can implement right away.

We will cover the following:

  • Who is a fiduciary?

  • Fiduciary Responsibilities

  • The 4 Pillars of a Retirement Plan Framework

  • Actionable Best Practices

We look forward to having you join us! 

Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC CA Insurance License # 0H92995), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. This workshop is purely educational. No products or services will be offered for sale and there is no obligation.

Date and Time

Thu, Jul 27, 2023

8:30a - 9:00a PST

Location

CVENT Webinar

Note

Once registered details will be sent via email for login and reminders.

PT30M

Event Registration