There is value to be had in understanding how the financial industry works...

Whether you have been invited as a center of influence, a referral partner, someone who is in the process of finding a suitable Financial Advisor, or if you simply are looking to socialize with other motivated and successful individuals, this event is a good fit for you.

Scott and Danny will be discussing topics, and answering questions that any fiscally responsible person should know about. They will be explaining the differences between advisors, representatives, brokers, agents, and fiduciaries and how they conduct business. Specifically, you will leave being able to identify conflicts of interest, fee structures, and the different capabilities of working with financial professionals.

Come out and join Scott and Danny for cocktails, appetizers, education, and a good time at the first of many great events.