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
