top of page

Upcoming Events

presents
Finding and Evaluating the Perfect Financial Advisor for You
*** FALL 2022 & 2023 CLASSES POSTPONED ***
PLEASE CHECK BACK IN 2024 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.
Past Events
- Strategies for Concentrated Positions in Company StockWed, May 26Webinar
- Are You Maximizing Your Executive Compensation?Wed, Oct 11Lafayette Community Center
- What Tax Professionals Need to Know About Executive CompensationWed, May 17Holiday Inn Dublin
bottom of page