To learn more, come to Financial Planning for Women on Wednesday March 2 (a week early due to USU's spring break). We will focus on securing your financial and vital documents to weather disasters. FPW is a monthly educational seminar that meets the second
Wednesday (usually but not in March) of most months at two times: 11:30-12:30
p.m. in the USU Taggart Student Center room 336 (Bring a lunch), and at
7:00-8:30 p.m. at the Family Life Center, 493 North 700 East, Logan (at bottom
of Old Main Hill). The longer evening time slot allows for more discussion.
Programs are free and registration is not required. Men are always welcome. New
attendees will receive copies of personal finance magazines.
Each time you attend FPW between January and March you will be entered into a drawing for a free financial advising session.
Each time you attend FPW between January and March you will be entered into a drawing for a free financial advising session.
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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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.
ReplyDeleteFinancial planning Northwest Ohio