Latest News

We are in the process of finishing the analysis of changes that need to be made to our procedures and forms to be compliant with the DOL regulations that start on June 9th.  Please click and review this Conflict of Interest FAQ from the DOL.   Additional information will be coming in the next few weeks.

Tim

 

The annual Compliance meeting and outing will be on Tuesday, September 12, 2017.  Location will be at Covered Bridge Golf Club.  Details to follow.

Shane