How to Protect Yourself from a Bad Financial Advisor
Tue Feb 27, 7:30pm |
Founders Room
Pam Krueger & Tim McCarthy

What should you look for before hiring a financial advisor for your hard-earned money? Pam Krueger will talk about the Fiduciary Law, and Tim McCarthy will discuss the different types of advisors, showing us the simple step-by-step process to protect yourself from advisors who may not have your best interests in mind.

Pam Krueger is Executive Producer and Co-Host of "MoneyTrack" on PBS, national spokesperson for The Institute for the Fiduciary Standard, and the author of The MoneyTrack Method: a real person’s guide to successful investing. Her newest TV special, MoneyTrack: Money for Life, will air on PBS stations starting in late 2018.

Tim McCarthy has dedicated his career to the financial services industry and investing for others. Tim served as President of Charles Schwab & Co., spent the last 30 years in the US and overseas providing investment solutions to individuals and their advisors, and is the author of The Safe Investor: How to Make Your Money Grow in a Volatile Global Economy.