Empowered Investor Series – Verify, Verify, Verify

Empowered Investor Series – Verify, Verify, Verify

When:
September 26, 2023 @ 11:30 am – 1:00 pm
2023-09-26T11:30:00-05:00
2023-09-26T13:00:00-05:00
Contact:
Event Coordinator
920-893-5262

The Verify, Verify, Verify – The Importance of Transparency and Full Disclosure

9/26/2023 at 11:30am-1:00pm CT

Don’t be a victim of financial fraud!

In this Zoom opportunity, we will share insight on protecting yourself and your portfolio.

We will discuss why it’s important to ensure that your investment providers are transparent and practice full disclosure to give you peace of mind.

Join us to discover the significance of an investment custodian and using an investment manager that provides GIPS audited reviews.

Click Register Now!

 

You must pre-register for this Zoom event.