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How to Choose the Right “Advisor” for You

How to Choose the Right “Advisor” for You

Join Lynne Celia, CFP® and Financial Wellness expert during these unprecedented times as she presents different approaches to help you select a financial advisor. If you have decided to outsource your investment portfolio, or are presently working with an advisor, you won’t want to miss this workshop. Do you understand the differences between an advisor and a planner? Do you know the types of credentials and questions to ask which are relevant to both? Lynne will explore theses topics as well as the cost of these services and how to pick the right investment help for your needs. Lynne holds her Series 7 and Series 66 FINRA licenses and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®). An invitation to join this online workshop will be sent to participants on August 5. Adults. (R)

Date:
Thursday, August 6, 2020
Time:
12:00pm - 1:00pm
Categories:
Digital Programs Lecture/Workshop
Audience:
  Adults  
FCPL Event Guidelines
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