Event Recap
October 12, 2017
3(38): Key Things to Know to Protect Yourself and Take Care of Clients
Overview
Joan Neri spoke at the 2017 PLANADVISER National Conference on October 12 in Orlando, Florida. Her presentation focused on the role of ERISA 3(38) investment managers and explore the fiduciary and other regulatory issues that 3(38) advisers need to consider.
Location
PLANADVISER National ConferenceServices and Industries
Speakers
