Options for working with a Financial Advisor or Planner

Options for working with a Financial Advisor or Planner

Learn how to navigate your financial future with confidence by exploring different ways to work with a financial advisor or planner.

Date and time

Wed, May 15, 2024 3:00 PM - 3:30 PM PDT

Location

Online

About this event

  • 30 minutes

Welcome to Options for working with a Financial Advisor or Planner event! Are you feeling overwhelmed by your finances and in need of some guidance? Join us for this online event where you'll learn about different ways of working with a financial advisor or planner. You will learn how they get paid, how you can pay, and the pros and cons of each. You will also be introduced to a new way, an advice-only subscription model. Register now and secure your spot!

Organized by