Finding the right financial professional to help you manage your life savings isn't easy. Knowing the right questions to ask is the first step in what will be one of the most important decisions you make for your financial future.  In this webinar, we will cover:

  • What questions to ask a financial advisor.
  • Is the person you are interviewing a fiduciary advisor? What fiduciary standard do they follow?
  • Which financial advisor credentials should the advisor hold?
  • Different types of financial advisor compensation.
  • How to determine if you will receive comprehensive financial planning, or something else.

 

 **After completing the form to the right an email will be sent to you with Webinar attendance information.

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