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AAR2210. Regulatory Update with Kathleen Kennedy Townsend

In this session, you will hear from Kathleen Kennedy Townsend, the Secretary's Representative on Pensions and Retirement at the Department of Labor and former Lt Governor of Maryland. She will cover the three goals of the Retirement Campaign:

1) Make it easier to auto enroll at work
2) Make it easier to take your retirement from job to job
3) Make it easier to transform a lump sum payment to a simple, affordable, understandable, lifetime income product.

She will also cover what she has learned from the first year of Roundtables.


Learning Objectives:

  • Identify the three goals of the retirement campaign.
  • Identify what has been learned from a year of roundtables.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Specialized Knowledge
Level
Overview
Prerequisites
N/A
Advanced Preparation
N/A