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A Better Partnership


Jun 2016
June 28, 2016
2016 West Michigan Fiduciary Forum

Garden View Room at Frederik Meijer Gardens | Hosted By: BeManaged, Plante Moran Financial Advisors and Warner Norcross & Judd

1:00 - 4:00 PM

Join us at Meijer for some wine, snacks and an interactive fiduciary update on the DOL's new Fiduciary Rule affecting the delivery of investment advice (including IRA distributions) to defined contribution participants. The forum will provide insight on the rule from a legal, plan-level and participant-level fiduciary perspective.

Click here to learn more or register.

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.



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