EPISODE · Sep 16, 2016 · 18 MIN
9/16 - Skins, LTC, Wells Fargo
from Plan For Life Now · host Capitol Retirement Strategies
In this week’s episode Dave and Steve renew their tradition of picking the Redskins games. They also revisit the upcoming deadline for people holding the Federal Long Term Care insurance plan. In addition, they tackle the recent news of the Wells Fargo settlement for opening fake accounts. What types of conflicts of interest can exist between an advisor and their client? How can you attempt to minimize these conflicts?
What this episode covers
In this week’s episode Dave and Steve renew their tradition of picking the Redskins games. They also revisit the upcoming deadline for people holding the Federal Long Term Care insurance plan. In addition, they tackle the recent news of the Wells Fargo settlement for opening fake accounts. What types of conflicts of interest can exist between an advisor and their client? How can you attempt to minimize these conflicts?
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9/16 - Skins, LTC, Wells Fargo
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