Consider This Program with Joe Clark, CFP and Dean Huddleston.
In this segment we will cover:
We will have a refresh on the difference between a fiduciary advisor and a suitability advisor. From there, we will teach you how to take the next steps in bringing on a better financial partner and what you need to do when saying goodbye.
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001