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September Lunch Meeting: Fiduciary Rule Update and Defending a DOL Audit

  • Tuesday, September 20, 2016
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108


Registration is closed

Please join us for:  Fiduciary Rule Update and Defending a DOL Audit, Lessons from the Trenches: 10 Things the DOL Investigator Does Not Want You to Know, presented by Sherrie Boutwell of Boutwell Fay, LLP, 

Sherrie will provide an update regarding the impact of the new fiduciary rule and well as her insight and techniques for the defending an audit from the Department of Labor.

This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

The reservation deadline for the meeting is Wednesday, September 14, 2016.


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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