Live Life Well – USU Employee Lunchtime Speaker Series
Spring Cleaning Your Finances
Wednesday, March 30, 12 – 1 p.m.
Location: Merrill-Cazier Library, Room 101
Presenter: Adrie Roberts
RSVP at https://livelifewell.usu.edu
Is your financial disorganization costing you money, time and causing you stress? Join us to learn great ways to get your finances tidied up for spring.
Every employee of Trilogy Wealth Advisors and Cambridge Investment Research, Inc. who has access to customer funds has been fingerprinted and had a complete FBI background check, per industry regulations. Every time a change in your client data (for example: address, investment objective, occupation) is made, this change should be reported to your financial advisor for documentation. This change will generate a regulatory-required letter stating that the change has been made to your account. This helps protect you in two ways: in the event of unauthorized changes to your client account, you will receive written notice to alert you, and if a key-stroke error or typo has created an input error, you will also have the opportunity to correct your account. If no such changes occur, you will receive a letter every 3 years just to verify that the information on file is still accurate.
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