Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans

Fiduciary Financial Planning: 5 Steps to Client-First Financial Plans

To register, please fill out the brief one-time registration form after clicking “Attend”


Live Webinar – Thursday, September 12, 2013 – 1:00 PM CT

From anxiety-provoking “financial entertainment” such as CNBC to financial advisors who literally put their own interests and those of their big bank employers ahead of the interests of clients, much financial advice is biased due to competing loyalties. True fiduciaries on the other hand, are legally obligated to put client interests before their own.

Please join our fiduciaries for a live webinar on fiduciary financial planning and a 5-step integrated approach to placing client goals first in every aspect of their financial lives – from investing and insurance to real estate.

Presenters:

· John Eberle, CFA, Financial Advisor/Principal & Chief Investment Officer

· Nicholas Economos, CRPS®, CFBS, Financial Advisor/Principal & Chief Retirement Officer

· John Hillman, MBA, CFP®, ChFC®, CLU®, CLTC, Financial Advisor