Jun 23 July 19: CFO Focus
Wealth Management Update: The Current State of Financial Advisory
Kyle Stawicki, Partner at Sax Wealth Advisors, will provide an update on the U.S. financial services industry at the next CFO Focus on July 19. The new Department of Labor Fiduciary Rule will affect how financial advisors operate, compliance mandates, and retirement plan rollovers and transfers. Kyle will address what you should know in this changing landscape and the new regulations impacting both personal and business financial management.
In this session, you will gain an overview of financial industry trends and updates, including:
- New DOL Fiduciary Rule and what it means
- The different models on how financial advice is delivered in the U.S.
- The current savings rate and what impacts it
Wednesday, July 19, 2017
Offices of Sax LLP
855 Valley Road
Clifton, NJ 07013
Kyle Stawicki, Partner-in-Charge of Sax Wealth Advisors, leads a talented team of wealth management and investment professionals dedicated to achieving their clients’ financial goals. In addition to developing staff, providing strategic direction for the firm and other key leadership roles, Kyle delivers the Sax client experience to a wide range of private clients, families and qualified retirement plans. Kyle is a graduate of Lehigh University and a Charted Financial Consultant®. Sax Wealth Advisors is a wholly owned subsidiary of Sax LLP.
For more information or to register, contact Bianca Madrigal at [email protected].
CPE Credits are available, and breakfast will be served.