Linkedin

Rick Halperin, MBA, CPA

Axxcess Wealth Management, LLC

rick@axxcesswealth.com
(619) 204-2809

Axxcess%20link%20logo

About Us: Axxcess LINK is a service mark of Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor serving small business clientele. Axxcess provides advice to business owners on a range of topics including capital formation, risk management, diligence and sourcing of investment managers, and fiduciary best practices.

Archived Webinars

IMPACT OF THE DEPARTMENT OF LABOR FIDUCIARY RULE ON 401k PLANS
Recorded Date July 27, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other