Think You Need a Financial Advisor?

When it comes to financial planning, at some point most of us want the insight that comes from getting a professional opinion. However, with all of the uncertainty and confusion in the marketplace, how can you make sure that you’re getting unbiased advice from someone who knows their stuff? Join me for a single session in which we’ll dig into three vital questions that you can ask the advisors you interview (or can ask your current one). How do you get paid? Are you independent? Are you a fiduciary? Whether or not you ultimately decide to work with an advisor, these questions will help you know what you’re getting into—and hopefully find what you’re looking for!

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If you have any questions, please email us at cce.information@icc.edu.

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