FIF has scheduled two joint calls for the CAT Transaction Reporting and CAIS Working Groups for the week of April 20. The first call will be on Monday April 20 at 1 pm ET; the second call will be on Wednesday April 22 at 2 pm ET. The Working Groups will continue the discussion on prioritizing the recommendations previously submitted by the FIF Working Group to CAT LLC.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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