Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.
Is Your Advisor A Fiduciary?
Posted on March 4, 2015
A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.