With the Department of Labor's new fiduciary rule set to go in to effect in April 2017, it's important that you, as a retirement plan sponsor, know how to prepare for the big changes that lie ahead. Join Boulay, Fidelity and Prudential for a holiday wine and food tasting social to network with other plan sponsors and learn what you need to know about the new fiduciary regulations.
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.
Prudential is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.
Fidelity is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc.