The word “financial advisor” covers several different types of professionals, with different licenses, who can help you in different ways. Finding the right kind of professional the first time can save you time and money. This webinar addresses the different professional designations, each professional’s responsibility to you, how different advisors are paid, and more. J.R. Gurrieri, an experienced financial advisor, will present. Attendees will leave prepared to choose the kind of professional that meets their needs.
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Why Everyone Should Have a Financial Planner
When Do I Need a CPA and When Do I Need a Financial Planner?
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