Whether you already have a financial services provider, or are trying to select one, this course will give you the confidence to effectively evaluate your options and make the choice that’s right for you. We will also cover the 15 critical questions to ask any financial services provider about themselves, their business and their investment recommendations. What’s the difference between a broker, an adviser and a financial planner? What do all the titles and designations mean? How can their background and credentials be checked out? What services should you insist on having provided? When interviewing a prospective financial services provider, how do you differentiate between a straight-talking professional and a flim-flam salesman? Attend this session and you’ll be better equipped to select and develop the right relationship with a financial services provider.
Event Type(s): Adult Program
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