1/31/2014: How to Choose the Right Personal Financial Planner
Seminar recording | Presentation materials | "How to Choose the RIGHT Financial Planner"
Choosing the right personal financial planner may be one of the most important decisions you make in your lifetime. This advisor should be someone with whom you will be creating a trusted relationship for the long-term. Selecting this person is like choosing a CFO, confidant, a friend, a teacher, and a counselor all rolled into one. There is an array of different professional designations for financial advisors. How are you supposed to know which ones are credible? Clark M. Blackman II and Tracy Stewart will lead you through a discussion on:
- Understanding when you need to hire a professional
- Tips to help you in choosing the right personal financial planner
- Important questions to ask before making the hire
- Understanding how to decipher credentials