San Francisco, California
London, United Kingdom
This Symposium is designed to guide advisors, planners, producers, attorneys and other professionals through the new requirements established by the new DOL Fiduciary Rule. Participants will learn how the DOL's rule will impact their clients, their practice, and themselves.
Seating is Limited | Only 100 Tickets Available | First Come, First Served
Marcia S. Wagner, Esq. | Wagner Law Group
An Advisor's Guide to the DOL Fiduciary Rule
4pm-5:30pm (Includes 30 minutes of Q/A)
Marcia is a specialist in pension and employee benefits law, and is the principal of The Wagner Law Group, one of the nation’s largest boutique law firms, specializing in ERISA, employee benefits and executive compensation, which she founded 20 years ago. A summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School, she has practiced law for over twenty-nine years. Ms. Wagner is recognized as an expert in a variety of employee benefits issues and executive compensation matters, including qualified and non-qualified retirement plans, fiduciary issues, all forms of deferred compensation, and welfare benefit arrangements.
Terry Mullen | Truelytics.com
Measuring & Increasing the Value of Your Practice
Terry is a seasoned executive, board member, entrepreneur, and active private investor. After a 29 year career in Financial services distribution as a Senior Executive with AIG, Lincoln Financial and Sun Life, among others, Terry took his entrepreneurial spirit and founded Truelytics. Terry’s deep knowledge of financial services and the relationships he has built will enable Truelytics to help advisors continuously improve their practice. Using data analytics and benchmarking tools, Truelytics software shows financial advisors how to easily value their business but more importantly, identify and close any gaps they currently have.
Terry received a Bachelor’s Degree in Business Administration and Finance from the University of Delaware. He holds Series 6, 7, 26, and 63 FINRA licenses.
Mike Bonifer | bigSTORY
Growing Your Practice via Storytelling
Throughout his professional life, Bonifer has been in the forefront of emerging storytelling practices and technologies. As the publicist on Tron, he explained computer-generated imagery to the analog world. As a founding producer of The Disney Channel, he pioneered the Walt Disney Company’s entrance into cable television with the legendary documentary series, Disney Family Album. As the producer of the award-winning website for Toy Story, he introduced movie fans to Pixar’s extraordinary storytelling. Today, his company, bigSTORY, specializes in organizational storytelling, a process that uses a narrative framework to develop unprecedented insights into the relationships between data and stories, brands and their audiences, companies and their employees.
From 7pm-8pm meet with the speakers, your peers and connect with new like-minded professionals over cocktails and hors d'oeivres.
When & Where
Truelytics is the business intelligence platform for Financial Advisors who want to ACCURATELY VALUE, BENCHMARK and optimally RUN THEIR PRACTICE. Our tools combine real industry experience, big data, and the latest in cognitive computing that allows Financial Advisors to measure, monitor, and MAXIMIZE THE VALUE of their business.