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Tuesday, September 28, 2010

10:45 AM - 11:45 AM
Track: Retirement and Personal Finance View Track

THE ART OF UNDERSTANDING AND DOCUMENTING FEES

Trent Grinkmeyer, CRPC®, Wealth Advisor, GRINKMEYER AND LEONARD WEALTH MANAGEMENT
Valerie Leonard, AIF®, Wealth Advisor, GRINKMEYER AND LEONARD WEALTH MANAGEMENT

  • Uncovering  all the "hidden" retirement plan fees
  • Benchmarking to ensure fees are reasonable
  • Legal compliance issues in fee management and communication

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