DOL UNCOVERED

An exclusive event for financial and wealth advisors

Featuring:
Smith & Downey, P.A.
eMoney Advisor
riskalyze
Horizon Investments
Founders Financial Securities, LLC
Industry experts come together for one day to deliver:

The uncensored breakdown of the legal implications

Perspective on the impact to your business, not just your broker-dealer’s

An exploration of tech solutions for thriving in a post-DOL world

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Baltimore
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Philadelphia
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Boston

January 31, 2017

Baltimore Marriott Waterfront

9:30AM - 2:00PM

Free! Seating is Limited

  • Legal Download:

    Renowned ERISA attorney Henry Smith breaks down the rule and what it means for advisors.

  • Fintech Impact:

    eMoney’s Larry Romano and Riskalyze’s Kyle Van Pelt present a first look into how their tools are leading the way for fiduciary advisors.

  • Investment Strategies:

    Horizon Investment’s CEO Robbie Cannon and Principal Managing Director Josh Bartholomew give insight on innovative goals-based investment management solutions.

  • The B/D Effect:

    Using one broker-dealer’s approach to the ruling, Founders’ President Brad Shepherd and CIO Pete Murphy introduce how financial advisors can thrive in a post-DOL world.

Baltimore Marriott Waterfront

700 Aliceanna Street | Baltimore, MD | 21202

Get Directions
Baltimore Marriott Waterfront

February 16, 2017

Philadelphia Marriott Downtown

9:30AM - 2:00PM

Free! Seating is Limited

  • Legal Download:

    Renowned ERISA attorney Henry Smith breaks down the rule and what it means for advisors.

  • Fintech Impact:

    eMoney’s Larry Romano and Riskalyze’s Mike Sefscik present a first look into how their tools are leading the way for fiduciary advisors.

  • Investment Strategies:

    Horizon Investment’s CEO Robbie Cannon and Principal Managing Director Josh Bartholomew give insight on innovative goals-based investment management solutions.

  • The B/D Effect:

    Using one broker-dealer’s approach to the ruling, Founders’ President Brad Shepherd and CIO Pete Murphy introduce how financial advisors can thrive in a post-DOL world.

Philadelphia Marriott Downtown

1201 Market Street | Philadelphia, PA | 19107

Get Directions
Philadelphia Marriott Downtown

March 1, 2017

Boston Marriott Copley Place

9:30AM - 2:00PM

Free! Seating is Limited

  • Legal Download:

    Renowned ERISA attorney Henry Smith breaks down the rule and what it means for advisors.

  • Fintech Impact:

    eMoney’s Larry Romano and Riskalyze’s Aaron Klein present a first look into how their tools are leading the way for fiduciary advisors.

  • Investment Strategies:

    Horizon Investment’s CEO Robbie Cannon and Principal Managing Director Josh Bartholomew give insight on innovative goals-based investment management solutions.

  • The B/D Effect:

    Using one broker-dealer’s approach to the ruling, Founders’ CIO Pete Murphy introduces how financial advisors can thrive in a post-DOL world.

Boston Marriott Copley Place

110 Huntington Avenue | Boston, MA | 02116

Get Directions
Boston Marriott Copley Place