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The Value of Working with a Fiduciary Advisor

The Value of Working with a Fiduciary Advisor



The word “fiduciary” means the adviser in question has an obligation to be honest and act in good faith. That may mean recommending an investment that won't earn them anything if it's helpful to you. During this Money School seminar we will explain how working with a fiduciary financial adviser provides you with peace of mind regarding your investments.

Presented by Bethany Lewis CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk ins are welcome. To register by phone, call 1-877-307-6858.

Wednesday, May 25, 2022
1:00pm - 2:00pm Eastern Time
Large Meeting Room
Lewes Public Library
  Adults     Older Adults  
  Social Services  
Registration has closed.