Calendar Meeting List

Name: The Top 5 Things a Broker Won’t Tell You
Start: 2018-09-28T02:00+00:00
End: 2018-09-28T03:00+00:00
Location: City Hall Council Chambers

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The Top 5 Things a Broker Won’t Tell You

Date: 09/27/2018 7:00 PM - 8:00 PM 09/27/2018 7:00 PM 09/27/2018 8:00 PM
Location: City Hall Council Chambers
420 Litho Street
Sausalito, California 94965

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Sausalito Library Speaker Series
The Top 5 Things a Broker Won’t Tell You
Thursday, September 27
7:00 p.m. in the Council Chambers

Join Chartered Financial Analyst Marc Lieberman to learn about some of the common conflicts of interest that can work against investors who use a broker. These conflicts include things like hidden fees, proprietary product sales, and internal pressure to sell products. He will also review questions you should ask when working with a broker or investment advisor to make sure they are always keeping your best interests in mind. Marc is the principal for Shorepine Wealth Management, a Registered Investment Advisor based in Strawberry. As a Chartered Financial Analyst, Marc is held to the highest professional standards by the CFA Institute’s Code of Ethics and Standards of Professional Conduct. The goal of the presentation is to help people make better decisions with their investments. Marc will not be selling any products or services.

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