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Learn the top ten questions to ask your financial planner to ensure that your best financial interests will be honored.
Top Ten Questions: Program Recording (Access Passcode: Top10tips!)
Choosing the wrong investment professional can be detrimental to your financial wellbeing. Understanding which financial professional to turn to for advice can be overwhelming and confusing especially when it comes to the areas of insurance and investing. Ed Gjertsen II, CFP® , past National Chairman of the Financial Planning Association will provide essential questions and insights to help you evaluate and vet those entrusted with your financial life.
This program is brought to you by the following libraries:
Librarians from these libraries participate in BIG, which stands for "Business Interest Group." BIG meets quarterly to discuss topics relevant to business librarians, including presenters, programs, databases and collection development.
AGE GROUP: | Adults |
EVENT TYPE: | Programs |
TAGS: | Personal Finance | Investing | Financial Planning |
An email with a link to the webinar will be emailed to you after registration.
A reminder email will be sent to you one day before the virtual event.
St. Charles Public Library serves the residents of the Fox River Valley community of St. Charles, Illinois, 35 miles west of Chicago. The Library, with a total collection of approximately 400,000 items, offers a wide variety of information and recreational reading to meet the expectations of both the general public and local businesses.
One South Sixth Ave.
St. Charles, IL 60174
