July 27, 2016 Dinner Meeting

Date: Wednesday, July 27, 2016
Time: 4:30pm - 7:00pm
Location: 22318 84th Ave South, Kent WA 98032
Speaker: Jen Gloss, AssetMark

Join us for the next

EPC SKC Dinner Meeting

Wednesday, July 27th, 2016 at 4:30 P.M. (NEW EARLIER TIME)

Speaker: Jenn Gloss, AssetMark

As an advisory board member of the LPL Financial Political Action Committee, I lobbied several members of Congress in DC on the DOL proposal, representing independent financial advisors and their clients.

Representing advisors as small business owners employing staff and serving clients whom are constituents of the respective member.  

I also took several top LPL advisors to DC and facilitated the conversation to oppose the rule as it was written.

Topic: “The DOL ruling impact on clients and  Estate Planning Professionals”

 

Ramada, Kent  | 22318 84th Ave S, Kent, WA 98032

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