Key topics discussed during our “Increasing Your Investment IQ” seminar:

  • Knowing what type of investments are right for you
  • Rates of return
  • Advisor compensation
  • Advisor qualifications
  • Insurance as an investment

Our panel of industry professionals discussed the world of investments. 

The general format was built around common questions we hear from our clients. We cover topics such as how your advisor is compensated, understanding investment advisor qualifications and expertise, investment returns and benchmarks, knowing what investments are right for you and when it’s appropriate to consider insurance as a financial strategy outside of covering risk.