cover of episode Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements

Phyllis Borzi: Retirement Planning and Updated Fiduciary Requirements

2021/7/19
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

This week, Jamie Hopkins talks with Phyllis Borzi, Former Assistant Secretary of Labor for EBSA, about the importance of (really) putting a client’s best interest first, her time as a public servant under President Obama, and the impact of the redefined DOL fiduciary rule on retirement planning. You can find show notes and other information at CarsonGroup.com/Framework.