“I am excited to have the opportunity to share our experience and help other advisors enhance the success of their client’s retirement plans.”
Maitland, FL (PRWEB) June 10, 2015
FiduciaryFirst, an experienced retirement plan advisor and fiduciary risk management partner, has announced that Jamie A. Hayes, Partner and Consultant at FiduciaryFirst, has been invited to address some of the nation’s top advisors at the Allianz Global Investors Center for Behavioral Finance in New York City, June 8-10, 2015.
Focused on turning behavioral finance concepts into actionable solutions that may help significantly improve the overall outcomes of defined contribution (DC) plans, the Center for Behavioral Finance has put together an exclusive program for the country’s top advisors. Those who complete this program are awarded the Certified Behavioral Finance Analyst (CBFA) designation and are the only advisors certified to conduct the PlanSuccess Audit - part of a ground-breaking system designed to boost the behavioral health of DC plans. Ms. Hayes was the first Advisor to earn this designation and is proud to be a CBFA lecturer for the top advisors in the country.
“Providing strategies that help improve employee outcomes is a primary focus at FiduciaryFirst, and a critical component of our clients’ success,” says Hayes. “I am excited to have the opportunity to share our experience and help other advisors enhance the success of their client’s retirement plans.”
A graduate of the University of Michigan, Ms. Hayes is a designated Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF®). Jamie holds FINRA Series 6, 7, 63 and 66 registrations through LPL Financial, as well as a Life, Health, and Variable Annuity license. She is a member of The Retirement Advisor University (TRAU) at UCLA's Anderson School of Executive Management, and a member of the American Society of Pension Professionals & Administrators (ASPPA).
To learn more about FiduciaryFirst, visit http://www.fiduciaryfirst.com.