Questions to Ask When Looking for a Financial Advisor

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Questions to Ask When Looking for a Financial Advisor

February 9, 2023 @ 12:00 pm - 1:00 pm PST

Virtual Event Virtual Event

When looking for a financial advisor, you may not be entirely sure what you need. And how do you find out if the person is qualified, experienced, and ethical? Asking the right questions can tell you what you need to know to make a decision. This webinar addresses advisors’ qualifications, conflicts of interest, payment models, and more. Wade W. Slome, CFA®, CFP®, a financial planner with over 30 years of experience managing investments, is presenting. If you’ve been thinking of hiring a financial advisor soon, this informative event will prepare you.

Details

Date:
February 9, 2023
Time:
12:00 pm - 1:00 pm PST
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Advice Chaser

Questions to Ask When Looking for a Financial Advisor

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