Скачать с ютуб Session 8: What Your Financial Advisor Isn't Telling You в хорошем качестве

Session 8: What Your Financial Advisor Isn't Telling You

What Your Financial Advisor Isn't Telling You: A Fiduciary's Handbook and Roadmap to Standardized Procedures and Investment Success Start Time: 9:15 am Type: General Presenter: Darryl Lynch Darryl Lynch is highly regarded in the financial services sector, especially renowned for his expertise in Inherited IRA Special Needs Trusts. With a tenure of over 35 years, Darryl currently leads as Managing Director-Investments at Oppenheimer & Co. Inc. His role not only demands deep understanding and skill in financial planning but also a compassionate approach to advising Conservators, Guardians, Elder Law Attorneys, and Trustees on investments tailored to their unique needs. Darryl's expertise is so well-regarded that he is frequently invited to speak at national conferences, underscoring his role as a champion for advocacy in the special needs area. Darryl's academic journey took him to Duke University, where he earned his MBA, laying a solid foundation for his career. His combination of professional excellence and educational pedigree positions Darryl as a pivotal figure in the field, whose advice and guidance are sought after by professionals nationwide. Presentation Description: This presentation will take you step-by-step through the process and procedures of fulfilling your responsibilities as a conservator and reducing your liability at the same time. You will gain useful tools, techniques and samples forms to use as a guide when working with client's assets. These techniques will allow you to reduce your liability and learn industry secrets that most financial firms don’t want you to know 1. Participants will gain access to useful tools and standardized forms that they can use in their everyday practice to determine if they should invest client's funds or not. 2. Participants will learn procedures to help them determine cash flow distributions from investment accounts and how to calculate the appropriate level of risk 3. Participants will understand the most common mistakes to avoid when investing client funds and insider tips that most financial advisors don’t want you to know