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15 Questions To Ask Before Hiring a Financial Advisor

And Why Every Consumer Must Know Them: Part 2

2020-07-11 10:30:00 2020-07-11 12:00:00 America/New_York 15 Questions To Ask Before Hiring a Financial Advisor Virtual

Saturday, July 11
10:30am - 12:00pm

Add to Calendar 2020-07-11 10:30:00 2020-07-11 12:00:00 America/New_York 15 Questions To Ask Before Hiring a Financial Advisor Part two of a three-part series focused on understanding the financial services industry. Virtual

Part two of a three-part series focused on understanding the financial services industry.

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. 

Registration is required for this virtual event. Please use the registration button to the left and not the link at the bottom.

For more information, contact mzimmerman@alexlibraryva.org

AGE GROUP: | Adults |

EVENT TYPE: | Special Event |

TAGS: | virtual | How-To | Financial Planning | Financial Literacy |

Venue details


Register here: https://tinyurl.com/ybmg725y