(Open to all FSI Members)
July 8-10, 2013Washington Marriott Wardman ParkWashington, D.C.
This gathering in Washington D.C. is the only industry event where participants come together to spend time discussing issues of importance and networking with their peers followed by a full day visiting Capitol Hill meeting with elected officials.
Monday, July 8, 2013
12:00 p.m. – 5:00 p.m.
Compliance Council Meeting (current Compliance Council Members only)
Operations & Technology Council Meeting (current Operations & Technology Council Members only)
3:00 p.m. – 5:00 p.m.
Investment Advisory Services Council Meeting(current IAS Council members only)Marketing, Growth, & Development Council Meeting(current Marketing Council members only)
Tuesday, July 9, 2013
7:00 a.m. – 6:00 p.m.
8:00 a.m. – 12:00 p.m.
12 Noon – 1:30 p.m.
Full Group Lunch – Issues Briefing for Hill Visits
1:30 -2:30 p.m.
Phyllis Borzi, Assistant Secretary for the Employee Benefits Security Administration at the U.S. Department of Labor (DOL). Ms. Borzi is in charge of the DOL’s effort to redefine the term “fiduciary” – a pending rule that could ban advisors from earning a commission on IRA advice. During this time, FSI President & CEO Dale Brown will ask her questions submitted by our members on the fiduciary rule and other pressing issues. In the next few weeks, we will be reaching out to you to submit questions for Dale to ask.
3:00 – 6:00 p.m.
Training for Capitol Hill Visits
6:00 – 7:00 p.m.
Dinner on Your Own or Optional Dine Arounds
Wednesday, July 10, 2013
7:00 - 9:00 a.m.
7:30 - 9:00 a.m.
Breakfast - Capitol Hill Instructions
Board Buses for Capitol Hill
10:00 a.m. - 5:00 p.m.
Meetings on Capitol Hill – visit your members of Congress on Capitol Hill
4:30 – 6:00 p.m.
Reception on Capitol Hill
Departures to Airport or back to Hotel
Attendance for this event is only open to all members. Register early as space is limited.
Registration FeesBD Employee – $299Financial Advisors – $195
CancellationsShould your participation in the FSI Advocacy Summit and National Discussions change, we kindly ask to contact email@example.com no later than June 14 to receive a full refund less a $75 processing fee. After June 14, no refunds will be issued.
Questions? Contact Customer Service at 1 (888) 373-1843 or firstname.lastname@example.org.
FSI has negotiated a discount room rate of $204 per night, plus 14.5% tax at the Washington Marriott Wardman Park Hotel. Reservations can be made at the Washington Marriott Wardman Park Hotel by clicking on the link below or by calling reservations toll free at 1-877-212-5752 and referencing the group code Financial Services Institute.
Washington Marriott Wardman Park Hotel2660 Woodley Road, NWWashington, DC 20008
Hotel reservations must be made by June 14, 2013. View dining options near the hotel.
Conference attire is business or business casual.