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We continue to monitor the changes coming out of Washington in regard to the DOL regulations.  In the interim, we will continue using the updated disclosure forms in their current format.  For additional information, please click and review this Conflict of Interest FAQ from the DOL.   

Merry Christmas.  Looking forward to working with all of you in 2018.

Tim

 

I you were not able to attend  the annual Compliance meeting, please return the updated representative disclosure forms as soon as possible.  

Shane