Investments - State of the Market and Best Practices in Due Diligence
Wednesday, May 23, 2018 8:00 am - 10:30 am
Wednesday, May 23, 2018
8:00am - 10:30am
The Inn at Villanova University
601 County Line Road, Wayne, PA 19087
Agenda items:
- Performing your due diligence when hiring an advisor, including the top 10 things to ask
- Monitoring your investment advisors, including the fees you are charged
- Checking the pulse of the current market and how it may influence the heartbeat of your investment strategy
Presenters:
- Todd Crouthamel, CPA, Director, Kreischer Miller
- Jennifer Kreischer, Senior Consultant, Kreischer Miller
- Mark Uehling, CFP, CIMA, CRPS, and SVP of Uehling Wealth Management
Agenda:
8:00am - 8:30am Registration and breakfast
8:30am - 10:30am Seminar