Do you trust your financial planner? Should you? Financial planners should act in your best interests but sometimes they don’t. Learn tips and tools to evaluate your financial planner’s performance for yourself. We’ll discuss how to (1) find a financial planner with your interests at heart, (2) understand investment options and decide what’s right for you, (3) monitor your financial planner, and (4) detect fraud and investments too good to be true. Come with questions.
The presenter, Stephanie Melnick, is an attorney practicing in the Milwaukee area for the past 22 years. Litigating fraud and investment-related cases, and seeing clients burned by advisors they trusted, motivated Stephanie to educate adults about how to avoid investment-related schemes, to avoid litigation after the fact.
Mequon – Thiensville Recreation Department Senior Outreach
Date: October 17, 2017
Time: 6:30 p.m. – 8:00 p.m.
Place: 11040 N. Range Line Rd | Mequon, WI | 53092