September 29-30 — Chapel Hill, NC

The Department of Labor’s Rule on the Fiduciary Standard for retirement investments is indeed a game changer. It challenges the commission model and creates downward pressure on fees.

 

How can a firm maintain its revenue and distinguish itself in an increasingly commoditized market for advice?

 

Kehrer Bielan believes that the keys to success under the DoL Rule are to build your firm’s wealth management offering on a financial planning platform, and find ways, at last, to meet the life insurance needs of the institution’s customers.

Kehrer Bielan is convening a group of top bank and credit union investment services executives, life insurance marketers, and providers of financial planning tools to chart a course for building a new advice delivery model under DoL.

The discussion will once again be moderated by Kenneth Kehrer and Peter Bielan—who have been instrumental in helping move the financial advice industry beyond typical management metrics toward identifying and implementing best practices.

The firm’s detailed research on financial planning and life insurance marketing will be a resource for the group, which will contribute its experience and insights to the discussion.

 

Venue

The meeting will be in the retreat setting of the Fearrington House Inn, a 5 Diamond, Relais and Chateaux resort near Chapel Hill. Click here to find our more about Fearrington House Inn.

 

Travel and Accommodations

Hotel accommodations should be made through the online registration. We will reimburse travel expenses for attendees up to $600, and cover your Inn room (excluding incidentals) for September 29th, the evening of the meeting. Group meals are complimentary for attendees.

The meeting will begin with lunch on Thursday Sept 29th, and end with lunch on Friday Sept 30th. The Inn is a 35 minute cab ride from Raleigh-Durham Airport.

 

Registration

With the interest in our research and insight around the DoL rule, we expect to fill all the openings quickly. So please contact Tim (This email address is being protected from spambots. You need JavaScript enabled to view it.) to register early for this event as we limit attendees to no more than 20 to ensure a personalized experience.

 

Sponsorship

This study group would not be possible without the support of our sponsors.