Is your financial advisor working for you or the company he/she represents? You’ll learn the difference between the Fiduciary Standard and the Suitability Standard. With 7 key questions, you can make sure your interests come first.
**Part of the Financial Education series by the Cygnet Institute - a tax-exempt, non-profit organization. Unlike seminars from insurance or investment companies, these workshops will adhere to the Fiduciary Standard. They are designed to be an educational experience with NO SALES AGENDA.
Event Type(s): Adult
Age Group(s): Adult
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