FIF will be attending a luncheon/panel discussion hosted by Equinix on Wednesday, April 10. The event will focus on the Consolidated Audit Trail, including data privacy issues, industry best practices, IT infrastructure requirements, and the long term benefits of CAT. The panel will be moderated by FIF Advisory Chair, Tom Jordan, who will be joined by Cindy Retterer of Nasdaq, Inc. John Knuff of Equinix, Maria Zeckhausen of Credit Suisse.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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