How to Choose An Investment Professional

100 North 19th Street,Camp Hill PA 17011

09 March, 2023

Description

There is much information about investment professionals out there--knowing how to find one and understanding their responsibilities to you can be a challenge. In this essential workshop, we’ll cover many points, including the differences between a fiduciary and non-fiduciary, and how to ensure that your investment professional is properly registered for what you are paying them to do!