Date & Time
Tuesday, May 9, 2023, 10:15 AM - 11:00 AM
Top 10 Advisor Compliance Tips for 2023 and Beyond
Jen will review her top 10 tips for benefit plan compliance. Buckle your seatbelts!! In this fast paced session, we’ll cover a breadth of compliance issues. Participants will learn what they need to know NOW to help keep their clients in compliance—but, most importantly, they will leave with actionable steps on how to STAY in compliance.