Course information

Highlights include:

• Learn the essential questions to ask before selecting a financial professional.
• Identify the ways financial professionals get compensated.
• Compare brokerage firms and other financial institutions.
• Determine what level of service is needed.

Participants who attend this course will gain important skills to better screen and select financial advisers/planners, portfolio managers, brokers and brokerage firms, tax professionals, attorneys, and insurance agents. Each participant will receive a 40-plus page workbook, which reviews each topic covered, and provides resources and a glossary for future use. Workbooks are only available to attendees.