Events

Date/Time Event
11/28/2017
12:00 pm - 1:00 pm
Lunch Meeting with Mark Iwry and David John
The Tax Foundation, Washington DC
09/28/2017
12:00 pm - 1:30 pm
John Turner Discussing “Fees and the SEC Fiduciary Standard: Implications of Behavioral Economics for Public Policy”
Cato Institute, Washington DC
04/07/2017
12:00 pm - 1:00 pm
Robert Pozen Discussing "Creating a Third Type of Retirement Plan"
AARP, Washington DC
03/28/2017
12:00 pm - 1:00 pm
Guest Speaker Peter Brady
Tax Foundation, Washington D.C.
02/22/2017
12:00 pm - 1:00 pm
Event: Gary Burtless- The Growing Longevity Gap Between Rich and Poor
NFIB, Washington DC
01/18/2017
12:00 pm - 1:00 pm
Nadia Karamcheva Discussing "Trends in Family Wealth, 1989 to 2013"
Cato Institute, Washington DC
10/13/2015
12:00 pm - 1:00 pm
Capitol Hill: Panel Discussion on DOL's Updated Fiduciary Rules
Dirksen Senate Office Building: Room G-11, Washington District of Columbia
07/21/2015
12:00 pm - 1:00 pm
Lunch Forum: Howard Iams discusses "Retirement Plan Coverage by Firm Size: An Update"
Americans for Tax Reform, Washington DC
06/24/2015
12:00 pm - 1:00 pm
Robert Pozen discusses the Employee Health Benefits Excise Tax (aka The Cadillac Tax)
Hoover Institution, Washington District of Columbia
04/22/2015
12:00 pm - 1:00 pm
"Financial Illiteracy Meets Conflicted Advice: The Case of Thrift Savings Plan Rollovers”
Cato Institute, Washington DC
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