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The agency must draw lines of demarcation between investment advisers who are fiduciaries and registered reps who are Reg BI adherents.
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Legal recognition of the title is ‘a critical step in recognizing financial planning as a distinct, essential profession,’ the organization said.
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2022: ASK First Form & Bio by Christy L. Lewis-Traut
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2022: ASK First Form filled out by Fred G. Muscarella
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“Overview & Estate Law Changes” Presentation by Fred G. Muscarella for the Fall2022 workshop series
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“Overview & Estate Law Changes” Presentation by Christy L. Lewis-Traut for the Fall2022 workshop series
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2022: ASK First Form filled out by Christy L. Lewis-Traut
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2022: ASK First Form filled out by Russell W Hall
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“Financial Planning I” Presentation by Russell W Hall for the fall 2022 workshop series
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