Bill and Jennifer traveled to Valmark’s Member Summit in Orlando earlier this month. The 3-day conference was jam-packed with the latest legislative, tax and product developments affecting the financial services industry. Valmark’s Chairman Larry J Rybka briefed us on the SEC’s Best Interest Rule and new CFP® Fiduciary Standard that will take effect in June 2020. Caleb Callahan, Valmark’s President and COO, shared his findings from the Tiberon CEO Summit, a gathering of industry executives who meet semi-annually to discuss the future of banking, insurance, brokerage and investment management businesses. One of the most interesting sessions this year was delivered by Michael Hall, an Executive Consultant at Culture Index, a company that helps business leaders understand the traits and behaviors of their people so they can optimize results.   We are excited to apply several new ideas from this conference and in turn improve on ways we can help serve you in the future.