Prudence Discusses...The Fiduciary Year

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Monday, May 1, 2017 4:00:00 PM Categories: Tools of the Trade

We're excited to bring you the next video of our "Prudence Says" series. This time, "Prudence Discusses" the fiduciary plan year, splitting the year up into three parts (Ready...Aim...Fire!). There are responsibilities associated with each part of the year, so fiduciaries and ABC teams (advisors, brokers, and consultants) will want to stay in the know.

Feel free to check out our previous videos if you haven't already.

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