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Ten Questions Investors Should Ask Their Financial Planner

Ed Gjertsen II, CFP

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:

• St. Charles Public Library District
• Addison Public Library
• Aurora Public Library District
• Carol Stream Public Library
• Crystal Lake Public Library
• Elmhurst Public Library
• Huntley Area Public Library
• Lake Forest Library
• McHenry Public Library District
• Mount Prospect Public Library
• Naperville Public Library
• Northbrook Public Library
• Schaumburg Township District Library
• Skokie Public Library
• Vernon Area Public Library
• Wilmette Public Library

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. 

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