TopicIntro to True Link Financial Advisors
We’d love to buy you coffee and share more about how we’ve developed investment advisory services and banking solutions specifically for professional fiduciaries, trustees, and conservators / guardians.
Join us on Thursday July 28 at 11am PST for a 30-min webinar where we’ll cover our:
- Investment philosophy
- Tailored services for professional fiduciaries
- Complimentary trust administration software for clients
If you’re able to attend, we’ll send you a $20 Starbucks gift card to treat yourself to a coffee.
Meet your Host:
Beth Misak, CLPF, is a Senior Investment Advisor at TrueLink Financial Advisors. Ms. Misak brings more than 15 years of experience in the financial services industry and has served as a California Licensed Professional Fiduciary (CLPF). Prior to joining True Link Financial Advisors, she was a Vice President at HearthStone Private Wealth Management where she provided financial advisory services to professional fiduciaries. She is anactive member of the Professional Fiduciaries of California (PFAC) having served on the conference fundraising committee since 2019, is a member of the Society for Estate and Trust Practitioners (STEP), and is a member of Probate Attorneys of San Diego (PASD). She is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).
TimeJuly 28, 202211:00 amPacific /2:00 pmEastern