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Understanding Investment Management Fees with Your Financial Institution With Wei Woo, Investment Advisor, CIM, EPC
March 26, 2024 @ 1:00 pm - 2:00 pm
On Tuesday, March 26 at 1p.m.
An increasing number of banks and investment firms’ clients are demanding more clarity on the type of investment fees they are paying directly or indirectly, as well as to why. Come join Wei Woo as we explore this very relevant and important issue in depth. There will also be discussions on fee based accounts, and if they are truly beneficial to your situation