Lewes Public Library Workshop:

The Value of Working with a Fiduciary Advisor

Learn why it really matters and the impact it can have on your future.

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June 27, 2022 at 10:30AM EST
LIVE Workshop at the Lewes Public Library
Life is full of financial decisions. From saving for retirement to buying a house, these choices can have a lasting impact on your future. That’s why it’s so important to work with a fiduciary advisor who is committed to putting your best interests first. Learn what the key difference is between a financial advisor and a fiduciary and how to know if your future is being planned around what’s best for you!
When it comes to financial planning, it's important to choose a professional who has your best interests at heart.
That's where a fiduciary comes in. Unlike a financial planner, who is legally required to act in your best interests, a fiduciary is bound by law to put your needs above their own. As a result, you can be confident that a fiduciary will always have your best interests in mind when making financial decisions on your behalf.
Join us for this free library workshop where we 'll take an even deeper look at how a fiduciary can help you reach your financial goals.
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Meet Your Webinar Host for this Event
Bethany Lewis

Bethany comes to us with a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College.  Bethany is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses. During her eight years of experience as an advisor, she has learned to place an emphasis on the individual clients’ needs. 

Her focus is to know her clients and build an understanding of their personal goals.  The complete understanding of her clients’ needs, wants, and goals enable her to paint the way to success in achieving those goals.  Bethany believes understanding clients on a personal and individual level is the way to achieve the best possible financial plan by prioritizing the appropriate objectives.  

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