Finding and Evaluating the Perfect Financial Advisor for You
*** FALL 2022 CLASS POSTPONED ***
PLEASE CHECK BACK IN EARLY 2023 FOR NEW DATE(S)
Most people don’t have the expertise or desire to do their own financial or investment planning, so they find it helpful to hire a financial advisor. But how do you know if you have selected the right one? In this class, you will learn everything you need to know about how to select the perfect advisor for you. In addition, you will have an opportunity to question Valerie and several other financial advisors about their specific business models.
- Wed, May 26WebinarMay 26, 2021, 11:00 AMWebinar
- Wed, May 17Holiday Inn DublinMay 17, 2017, 7:00 PMHoliday Inn Dublin, 6680 Regional St, Dublin, CA 94568, USA