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Investments - State of the Market and Best Practices in Due Diligence

Wednesday, May 23, 2018 8:00 am - 10:30 am
Virtual

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 CrouthamelCPADirector, 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

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