Events
Lifting the Veil on Wealth Management
Name:
Lifting the Veil on Wealth Management
Date:
October 10, 2024
Time:
5:00 PM - 7:00 PM EDT
Event Description:
Even if you are already working with a financial advisor, managing your wealth can feel complicated and confusing, but it doesn’t have to be! Join us as we add transparency to the wealth management industry by examining:
- How financial professionals work with clients (standard of care).
- How financial advisors are compensated.
- Different investment vehicles and their costs.
- Questions to ask your financial advisor.
This event will take place at Seasons in Bangor. Our presentation will take place from 5:00-6:00 pm, with time directly after for attendees to meet with the Means Team for questions, advice, and more! Heavy appetizers will be provided, so make sure to come hungry to learn (and eat)!
We kindly ask that you RSVP by calling us at (207) 947-6763 or by using this link https://forms.office.com/r/b6GhCBVaHv?origin=lprLink.
We hope to see you there!
Means Wealth Management. Guided by Experience. Invested in You.
Means Wealth Management is a Registered Investment Advisor.
