Remembering Anna Nicole Smith and Bernie Madoff – could a fiduciary have prevented these swindles? Learn about the three types of investment advisors, their scope of work and how they are compensated. And, get some pointers on how to hire a fiduciary or successor trustee to manage and distribute your asset
Presenter: Diana Rankin, CDFA
Northern Trust Securities
Date: Thursday, March 16, 2023
Location: Portland 1067 NE Columbia Blvd. Portland, OR 97211
Title: Not with my money you don’t!
Doors open at 11:30
Lunch will be served.