The 4 Billion Dollar Woman, ERISA Attorneys Battle and Wellness (again)
Show notes
Live on stage at the 2019 Resources National Conference at Terranea Resort in Rancho Palos Verdes. For the first time the boys sit with three alternating guest.
The Prohibitive Word of the Episode X2, a crazy gross penalty drink and not so good audience engagement.
Topics include: Why NAPA? Successful Advisor Best Practices, Legal Concerns Around Participant Advice, A New Take on Financial Wellness.
Guests: Jania Stout of Fiduciary Plan Advisors at Hightower
Phil Troyer of Resources Investment Advisors
Brandon Cutler of Resources Investment Advisors
Beer of The Episode: Coors Light?
Prohibitive Word: Fiduciary and Participant
The Prohibitive Word of the Episode X2, a crazy gross penalty drink and not so good audience engagement.
Topics include: Why NAPA? Successful Advisor Best Practices, Legal Concerns Around Participant Advice, A New Take on Financial Wellness.
Guests: Jania Stout of Fiduciary Plan Advisors at Hightower
Phil Troyer of Resources Investment Advisors
Brandon Cutler of Resources Investment Advisors
Beer of The Episode: Coors Light?
Prohibitive Word: Fiduciary and Participant
