Independent, fiduciary fee-only, Registered Investment Adviser
"You Want To Know" Seminar
Thu, Apr 04
|PebbleCreek Clubhouse, Capri room
Finally, get answers to your questions about your investment accounts, that you've always wondered about: Could I be doing better?, Am I losing too much to high commissions and fees? How am I doing, compared to everyone else? Will my money last long enough?
Time & Location
Apr 04, 2024, 10:30 AM – 11:30 AM MST
PebbleCreek Clubhouse, Capri room, 16262 Clubhouse Dr, Goodyear, AZ 85395, USA
About the event
Kathleen Owens, Fiduciary, fee-only Certified Financial Planner candidate gives you the answers you've been looking for. Learn how she uses the most advanced technology that the largest professional money managers use, to analyse your investments like never before. Now, more than ever, you need this vital information. Don't let hidden commissions, fees and poor management of your account(s) impact the returns that you could be earning.