Disclaimer:
The information contained on and within this website DOES NOT constitute legal advice, general or specific, for you or your association.
This program will provide practical guidance that can help you better understand your investments, know what you should expect from a financial professional, recognize potential warning signs of fraud or misconduct, and understand your options if something goes wrong.
Topics Included:
- Become a more informed and empowered investor.
- Working with a financial advisor: What you should expect.
- Steps you can take to safeguard your money and accounts.
- Spot investment warning signs before it’s too late.
- Recognize high-pressure tactics used by scammers.
- Knowledge is one of your best investments. Join us and learn how to protect what you’ve worked hard to build. With our compliments.
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SPEAKERS:
Robert I. Rabinowitz
Shareholder
Becker
rrabinowitz@beckerlawyers.com
Mark D. Lowe
Certified Financial Planner
Planning Alliance
mlowe@planningalliance.com
Areas of Focus:
Corporate
