Maximizing Receipts: Capitalizing on Expenses
Vanguard Fund’s founder, ex-CEO and author, John Bogle, decries the state of financial services in America. “Clients have been flooded with products but haven’t been educated on why they have what they have.” “More often than not, they have whatever drove the highest compensation for the sales force and that which may be of least value to the consumer.” What’s missing, he writes, is a holistic, educational approach to handling money, designed to improve a client’s ability to make decisions independent of an advisor. In this half-hour Webinar, we will examine a few irrefutable principles basic to and ignored by the masses who love to do “what everyone is doing.” If you don’t have the intellectual muscle to challenge your own assumptions about money, don’t join us on the Webinar. If you have the resolve to protect the assets you have, generate a predictable rate of return and take charge of your financial future, you are a welcomed guest.
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