Financial CPR - Are You Confident Your Broker Has Your Best Interests in Mind With Your Money?
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Often times the limitations of the licensure held by your broker or advisor prohibits them from giving objective advice. Our seminar will help you better analyze your current portfolio, show you how to compare current investments with potential investments, fee structures, back-end surrenders and all the other pitfalls that make you feel as though you are potentially being misled.
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