Agneda:
How to evaluate a financial advisor (fiduciary, fees, credentials)
What robo-advisors and AI tools do
Making informed decisions with or without a pro
Rebalancing & monitoring — how often, what to watch, when to act (DIY or with an advisor)
Space is limited so please sign up only if you're certain you can attend. If you need to cancel, please do so on the website or on the Wild Apricot app. Within 3 days of the event, you will not be able to cancel on the app so please contact Patricia Mandarino at 312-560-2505.
