Join us for a free online event!
Webinar for professional and family fiduciaries from Prudent Investors.
Jeremy Lau CFA®, CFP®
President / Chief Investment Officer
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: