Strategies for Success Webinars


Retirement Savings Legislation in 2018 and Beyond

The Tax Cuts and Jobs Act of 2017 fundamentally altered the tax code in a number of areas. However, one critical area that went unaddressed in tax reform was retirement savings, and the barriers preventing Americans from accessing critical retirement savings and financial protection tools such as life insurance and annuity products. Listen in as...

The 5th Circuit Decision: What it Means for You

In this webinar, AALU Counsel and former DOL Assistant Secretary for Employee Benefits Brad Campbell discusses the court ruling and what it means for the future of the DOL rule, including what advisors should consider for their practices in the near-term. He is joined by AALU’s DOL Task Force Chair Christie Corado, SVP & Associate...

Regulatory Update: Fiduciary Issues in 2018

Listen in as Brad Campbell of Drinker Biddle discusses the current regulatory landscape, including the challenges ahead in 2018. Brad breaks down the DOL Transitional Rule that is currently in effect, reviews the SEC effort to propose a uniform standard of care for brokers and advisors, and explains the fiduciary challenges brewing at the state...