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Fiduciary Duty: Working With Your Financial Advisor

Webinar for professional and family fiduciaries from Prudent Investors.

Watch now (or later!)


Jeremy Lau CFA®, CFP®
President / Chief Investment Officer

What will you learn?

President & Chief Investment Officer, Jeremy Lau CFA®, CFP®, shares his expertise on how to discern whether a financial advisor is suited to help you meet your specific requirements as a fiduciary. 

Jeremy also deep dives into topics, like:

  • How to identify and vet prospective financial advisors 
  • Suggested interview questions when meeting potential advisors 
  • Whether the financial advisor is operating under a fiduciary standard or a suitability standard
  • Financial planning considerations, like expected ROI and trust tax factors