The financial industry does a great job of confusing people by over complicating the simplest of things. The goal of this webinar is to help expose some of those dirty little secrets, specifically related to the different products and fees charged by the industry. It goes into great detail of the true “all-in” costs of specific products with real life case examples and provides “red flag” information on many issues that signal that it’s time to make a change.
The presentation will also provide valuable tools and resources to help private professional fiduciaries select, partner and retain a competent investment advisor, and will go into detail on decision making protocols to help fiduciaries protect themselves from unnecessary risk.
Original Presentation Date – Tuesday, August 9, 2016
About The Presenter – Daniel Cutter
Daniel Cutter is a Vice President and Senior Financial Advisor at Merrill Lynch. He helped to create the Merrill Lynch Fiduciary and Special Needs Group and has been in the financial industry since 1999. Daniel earned his MBA in Finance from the University of San Francisco and is a Chartered Retirement Planning CounselorSM. He is a special consultant on the book, ‘Special Needs Trusts: Planning, Drafting, and Administration’ through the California Continuing Education of the Bar.
Note: This webinar is not eligible for continuing education credit.
