CPA Advantage Series #9 | Trust Is Critical
Published on by Andy Bertke, Beth Germann, in Video, Wealth Management
Can’t watch the video? Get the transcript.
In the 9th and final installment of our CPA Advantage investment and wealth management series, CPA/PFS wealth management pros Andy Bertke and Beth Germann explore the relationship with your investment advisor – and why trust is a critical element.
If you missed one of the series or simply want to know more, you can watch the entire series on demand (they’re about 2 minutes each). You can also get insights into value investing strategies – and if you’re a business owner looking ahead to retirement, find out how a cash balance plan can benefit you and your employees.