Making ‘cents’ of New Investment Rules

How Much are You Paying for Advice?

Learn how your retirement accounts will be impacted by the Department of Labor’s new Fiduciary Rule, effective April, 2017. The Rule requires Advisors to “act in the best interest of their clients” and changes the fee landscape for investments – commissions, asset management fees, and consultation fees. Learn more about these fee structures and What questions you should be asking your Advisor this New Year.

Open to the Public. All ages Welcome.
10AM to Noon @ the New Berlin Public Library
Community Room, 15105 Library Lane

Refreshments will be Provided
Questions and Replies to Jean Lazarus 414-352-1966