Financial Information, Money Matters: Brokers, Financial Planners, & Investment Advisors – How to Pick One
Your financial well-being rests on advice from competent and ethical advisers. Who will put your best interests above all, act with due care and utmost good faith, be transparent and disclose all facts, avoid conflicts of interest, and not mislead you?
Sponsored by the Financial Planning Association of New York.
Seating is on a first come, first seated basis unless otherwise noted.
Part of Financial Planning Day @ SIBL!