Join us for our January NUHRA virtual meeting as we hear Tyler Peterseen of EP Wealth Advisors preset to us, "Review and Discuss DOL Updates to Retirement Plan Fiduciary Responsibilities."

Tyler Petersen, CFP® is Vice President and Partner at EP Wealth Advisors. He appreciates putting real life events and decisions of clients into context of their wealth. Tyler sees the value in financial literacy and teaches a regular series of financial courses through corporate wellness, school district, and community education programs where people can gain a better understanding of estate planning, Medicare, Social Security, tax planning, and other financial essentials.EP Wealth Advisors is a comprehensive investment and financial planning firm managing over $9 Billion in AUM as of October 31, 2020.

Please join us to learn more about “Review and Discuss DOL Updates to Retirement Plan Fiduciary Responsibilities” with our skilled presenter and also the bright minds of our guests and members. If you are new to our group we are excited to meet you!