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Meeting Title:
5 Key Things to Know when Marshaling an Investment Account

Description of the Meeting:
Locating, and subsequently marshaling, investment accounts can feel like a bit of a scavenger hunt. Once you find the investment accounts, the detailed work really begins. 

Join Beth Misak, Senior Investment Advisor with True Link Financial Advisors, LLC on October 24th at 12pm PT for a 30 minute presentation discussing first-hand knowledge from her time as a California Licensed Professional Fiduciary, as she outlines this process, and much more.

Date of Meeting:
Tuesday, October 24, 2023

Start Time:
12:00pm-12:30pm

Speaker:
Beth Misak

Location:
Online via Zoom

Pricing:
No Charge

Type Of Meeting:
Teaching New and Aspiring Fiduciaries
No CEU Meeting

For more information contact:
Brad Kuechler
[email protected]