Schedule of Events

July 2016 Breakfast Meeting



  • Wednesday Jul 20, 2016
  • Start Time: 7:30AM
  • End Time: 9:30AM
  • Garden of Gods Club, 3320 Mesa Road
  • Presented by: Matt Sommer, CFP® CFA

"Who Is a Fiduciary and When Does It Matter - Understanding the New DOL Rules"
​Matt Sommer, CFP®, CFA is Vice President of Janus Wealth Advisor Services, 
will share the latest understanding of the new DOL rules that will have 
a very powerful impact on so many aspects of how we conduct business:
  • How Advisors interact with clients…
  • New, more stringent compliance procedures relating to rollovers…
  • The way broker-dealers structure their operations…
  • The way clients will interact with financial service professionals…
  • The changes in bottom line profitability as product offerings change…
  • Actual Case Studies to Illustrate What Advisors Could Be Facing.
 1 CFP® CE Credit