Understanding Financial Advice
Understanding Financial Advice
Ever wonder how your financial advisor gets paid? Or what licensing they have? Or what their responsibilities are working with you? This course aims to teach you about engaging with financial professionals. From various licensing requirements, to standards of care to various credentials and what they mean.
Presented by Robert Jeter, CFP, CRPC is a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with The Money School, a program of the Delaware Community Reinvestment Action Council (DCRAC).
NOTE: this meeting is being conducted through ClickMeeting, an online meeting platform. You MUST REGISTER to receive instructions for joining the meeting.
- Date:
- Thursday, June 4, 2020
- Time:
- 5:00pm - 6:00pm Eastern Time
- Location:
- Online Meeting
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services
Registration has closed.