- This event has passed.
AAP: Kim O’Brien’s Update on the Fiduciary Rule
March 21, 2018 @ 12:00 PM - 1:00 PM
These are the Questions!
12:00 PM, CDT
Wednesday, March 21, 2018
BONUS INFO: Kim O’Brien’s Insights on the Fiduciary Rule!
Learn the pros and cons of getting a 65, including:
• What licenses are available to insurance professionals and brokers and what they mean
• What licenses/designations are available to investment managers
• Regulatory and compliance considerations
• Pros and cons — a facts-only analysis to help you make a decision
Join AAP’s Kim O’Brien and special guest, Drew Horter, president, founder and chief investment strategist of Horter Investment Management LLC as they provide unbiased answers to your licensing questions. Mr. Horter has extensive industry knowledge as an investment advisor representative, and has previously held FINRA Securities licenses that include the Series 6, 7, 22 and 63. With over 32 years of investment management experience, Mr. Horter has experienced many economic, political and financial cycles.