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The Right Way to Hire Financial Help

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Bryn Mawr College

Park Science Center-Lecture Hall 25(1st Floor)

Bryn Mawr, PA 19010

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SPEAKER: Chuck Jaffe

PRESENTATION TITLE: The Right Way to Hire Financial Help

PRESENTATION DESCRIPTION
Nearly 20 years ago, Chuck Jaffe wrote the first-book about hiring and working with all types of financial advisers: “The Right Way to Hire Financial Help.” Back then, no one could foresee that many of the functions of financial counselors would be replaced by software, interactive online platforms and algorithms. Today “robo-advice” is the hot topic and individual investors need to decide on the importance, if any, of maintaining a human touch. Mr. Jaffe will explain the importance of working with an adviser, the decisions facing investors when they search for help, the mistakes consumers make and how to determine the right kind of advisory relationships to have throughout their lifetimes.

ATTEND THIS MEETING TO LEARN:
1) How to decide the type of advisory relationship you want
2) How to balance human and robo advice
3) How to avoid making the big mistakes most people make in searching for an adviser

SPEAKER’S BIOGRAPHY:
Chuck Jaffe is a syndicated financial columnist and the host of “Money Life with Chuck Jaffe,” a one-hour weekday financial talk show (moneylifeshow.com). He is also the author of the only books dedicated entirely to the process of hiring financial advisers of all stripes: “The Right Way to Hire Financial Help” and “Getting Started in Hiring Financial Advisors.” Chuck has been a syndicated financial columnist since 1995 – first while based at the Boston Globe and then while based at MarketWatch.com – and his “Your Funds” column continues to be the most widely read feature on mutual fund investing in America. A former business editor at The Morning Call in Allentown, Pa., Chuck’s columns appeared in the Philadelphia Inquirer for more than 15 years.



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Date and Time

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Bryn Mawr College

Park Science Center-Lecture Hall 25(1st Floor)

Bryn Mawr, PA 19010

View Map

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No Refunds

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