Agenda:-

The topic for this month is:

Financial Advisors - fee based or "free"; directed or discretionary; advantages/disadvantages; ages and stages.

Questions:

Eventually even DIY'ers will require help managing savings and investments. There is much to consider. If you now have an IA, or are thinking of employing one, share your thoughts.

Please note that there is a $50 room rental fee. Participants will be asked to contribute to this.

Cheers,

Rod Innes, Group Leader