Let’s hope you enjoyed your meals but didn’t swallow too much of that investment advice.
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Finding good, trustworthy financial advice is tough. Sometimes people luck into a recommendation from a friend or acquaintance, others conduct extensive online research to find a professional money manager. Then there are those investors who get a color, glossy postcard in the mail offering a free steak dinner and the chance to meet a savvy financial planner at an “investment seminar.”
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These free lunch (or dinner) presentations are usually nothing more than slick sales presentations, often aimed at people older than 55 and focusing on retirement, tax planning or Social Security. In 2009, AARP found that nearly 6 million Americans a year received such invitations, including one MarketWatch Picks reader who attended two such seminars and wonders if the advice – and the presenters –…
