Choosing a Financial Advisor
Time: 7:00 PM
Location: Bernardsville Library
Topics will include questions to ask your potential advisor in an initial interview, how to research the professional’s background in the industry, fee structures, and how to avoid common pitfalls. Presented by Devanshu L. Modi, Esq., former Deputy Attorney General, who represented the New Jersey Bureau of Securities. This program is part of the library’s on-going CARES (Community Assistance Resource & Educational Services) series. Free. Advance sign-up is requested.
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