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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
- Hosting and speaking
The Consumer Financial Protection Bureau (CFPB) recently finalized changes to the Truth-in-Lending and Real Estate Settlement Procedures Act Integrated Disclosure rules (TRID).
This webinar provided financial institutions with a practical guide for implementing the new rules. We provided an overview of the readiness plan, which covers a number of chronological steps, including: establishing a timeline, scoping, analysis, planning, vendor selection, forms, internal communication, training, and testing.
This webinar is Part 1 of a two-part series presented by CLA. Part 2, planned for June 2015, will cover preparation, launch, and compliance testing.