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Oktoberfest: Annual Holiday Event

Oktoberfest: Annual Holiday Event

October 10, 2024 at 6:00 pm-8:00 pm EST

Location: Cloverleaf Tavern, Caldwell, NJ

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Solo and Small Firm Attorney Networking Event

 

*Mariner is certified by The Center for Fiduciary Excellence (CEFEX) as meeting the standards described in the handbook “Prudent Practices for Investment Advisors.” The standard describes how an investment adviser assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring, and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. These practices also include maintaining a fiduciary checklist for each client to ensure proper fiduciary governance and compliance with ERISA and implementing best practices as described by the Department of Labor. 

Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.  

Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal.  There is no guarantee that any investment or planning strategy will be successful. 

The views and opinions expressed in these podcasts are for informational and educational purposes only.  Nothing should be construed as personalized advice or recommendation of any kind. Mariner Platform Solutions (MPS) does not guarantee the accuracy of the information provided.  MPS is not affiliated with the guests featured in the podcasts and does not endorse or recommend any services they provide. Any hyperlinks provided are for informational purposes only. MPS does not endorse, recommend, or approve any third-party site and has no liability for the content or use of the content available through any links provided.

Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.

The IAR associated with MPS maintains a separate business entity, Sidebar Advisors, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. MPS does not provide legal or tax advice. Please refer to the links below for additional information.

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