Join Me

If you have a few minutes tomorrow, January 27 join me and a few other friends at 12:30 pm ET as we ruminate on the SEC Fiduciary report and what it might mean to you. The complimentary webinar is sponsored by Financial Planning Magazine and its sister publications.

The moderator is John McCormick, Group Editorial Director, Financial Planning, On Wall Street and Bank Investment Consultant
And, in addition to yours truly, the speakers include:

  • Steven J. Insel, Partner, Jeffer Mangels Butler & Mitchell LLP
  • David Bellaire, General Counsel and Director of Public Affairs, Financial Services Institute
  • Brian Hamburger, Founder and Managing Director, MarketCounsel
  • Susan John, CFP®, President, Financial Focus Inc. and Chair, The National Association of Personal Financial Advisors (NAPFA)

You can register at

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