|
|
July 2008 - Tim Truebenbach |
Mr. Tim Truebenbach, CFP Mr. Truebenbach is an Investment Advisor Representative who provides financial planning and investment management services. His presentation was "Selecting a Financial Advisor." and covered: Do I need a financial Advisor? What different choices do I have? What are the differences among those choices? How do I approach the interview and decision? Key issues included fee structure, active versus passive management and relationship issues. Despite daytime record temperatures reaching 110 degrees, a respectable turnout of 65 members attended July's meeting to hear Ted Truebenbach. He described various component to consider when selecting a financial advisor. This was followed by an interesting and lengthy Q & A session. Two door prizes were awarded for buffets at The South Point Hotel & Casino. |