Moms on the Money Trail - Session 8: Choosing an Account and Professional that are Right for You

Pennsylvania Department of Banking and Securities · December 17, 2024

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Opening and program identification

Presentation

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Katrina Boyer opened Session 8 of 'Moms on the Money Trail,' introduced herself as Investor Education Coordinator for the Pennsylvania Department of Banking and Securities and set the session goal: choosing accounts and professionals. She noted the department registers over 200,000 investment professionals in Pennsylvania.

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Katrina Boyer of the Pennsylvania Department of Banking and Securities gave a public investor-education presentation on choosing account types and hiring investment professionals; transcript does not include a date.

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Transcript

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