Description
What Every FIduciary Needs to Know ABout Working with Financial Advisors
presented by:
Mark Vernick, CFP, AIF
Vernick Financial
Section 1: Investment Fundamentals You Can't Afford to Miss
Section 2: Critical Conversations that Protect You and Your Clients
Section 3: Meeting Your Fiduciary Standard
Section 4: When and Why to Partner with a Financial Advisor