Broken into three sessions, these presentations will help you determine the 15 questions you should be asking to demystify the financial services industry and educate consumers on what they should be looking for in a professional financial advisory relationship. A Q&A period will follow the presentation.
Jeramiah Burke is a Certified Private Wealth Advisor®️, Chartered Financial Consultant (ChFC®️), Chartered Life Underwriter (CLU®️), and CFP®️ professional, and a member of the Financial Planning Association.
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