Director of Research and Portfolio Manager, Steven Rogé, will be hosting a Continuing Education Class for local CPA’s on Thursday, August 20, 2015.
The class titled, “What You Need to Know About The Department of Labor’s Fiduciary Proposal,” will discuss setting standards for fiduciary obligation in retirement accounts. All participants of the hour-long class will receive 1 CPE credit.
Note that two separate sessions will be held to provide flexibility and convenience for attendees:
Morning Session | 8 a.m. – 9 a.m. | Breakfast Will Be Served
Afternoon Session | 12 p.m. – 1 p.m. | Lunch Will Be Served
The class is scheduled to take place at the office of R.W. Rogé & Company, Inc., located at 630 Johnson Avenue Suite 103 Bohemia, NY 11716.
Seating is limited, and seats will be filled on a first come, first served basis. Kindly register on or before Monday, August 17, 2015.