FPA Conference 2024

Last week I had the incredible honor of landing my first “paid” speaking gig. So, I want to give a great big shout out and say thank you to the Financial Planning Association (FPA) for allowing me to share my passion of ERISA law with many of your members. Yes, you read that right. I am very passionate about ERISA law. Specifically, the intersection of ERISA law and the financial professional working with their clients. We all have clients who ask us how they should be investing their 401(k) plan at work. Many advisers don’t know that answering that question may make you an ERISA Fiduciary. . . .