Although the firm does not charge a fee for attending the seminar/appointment and this seminar offers the attendees educational information, the seminar is intended to result in the attendee purchasing a product or establishing an advisory relationship.
These testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.