Are you planning on retiring someday? The financial services industry is going through a massive overhaul via the Department of Labor! While this may not be front page news for the average citizen, this has huge implications for the way you will be able to seek out and pay for advice that helps you save for retirement. Dale Brown, CEO of the Financial Services Institute helps you weigh the pros and cons of the changes, and fills you in on what to expect.
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Jonathan Baker is a Registered Representative and Investment Advisor Representative through Woodbury Financial Services, Inc. Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance services are offered through Jon Baker Financial Group, Inc. Woodbury Financial and Jon Baker Financial Group, Inc. are not affiliated entities. *Neither Woodbury Financial Services, INC., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.
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