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June 29, 2017

Coach’s Corner: Defining the Role of a Custodian

What is a Custodian?

Meghan Tait breaks down the role of a custodian and highlights the safety features of the Customer Protection Rule

 

Learn more about The Customer Protection Rule

Watch more discussions at the Coach’s Corner on YouTube!


“Defining the Role of a Custodian”, Hosted by Meghan Tait, Filmed May 31, 2017; This is video 2 of a 3-part series, “The Right Basket For My Eggs”

Coach’s Corner is a Financial Coach video blog series. © 2017 Financial Coach.