FIF has scheduled three calls this week for the SLATE Working Group. The first call will be on Monday March 24 at 11 am ET; the second call will be on Tuesday March 25 at 10 am ET; and the third call will be on Thursday March 27 at 11 am ET. The Working Group will discuss a draft letter to the SEC and FINRA relating to the implementation of SLATE reporting.
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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