Select the right financial advisor by understanding compensation models, identifying red flags, and asking key questions to ensure your financial goals are met effectively and ethically. Join in person or on Zoom.

This program will empower you with the financial literacy tools to make informed decisions about how to choose a financial advisor that align with your financial goals. The program will cover topics such as:

Understanding Financial Advisor Compensation

Explore the different ways financial advisors get compensated such as fee-only, commission-based, and fee-based models and how these can impact the advice you receive.

Recognizing Red Flags

Learn about the warning signs that may indicate an advisor is not right for you, including high-pressure sales tactics and unclear fee structures.

Key Questions to Ask

Discover the essential questions you should ask any potential financial advisor, covering their credentials, investment philosophy, communication style, and more.

Matching an Advisor to Your Needs

Understand how to align an advisor's expertise with your specific financial goals, whether it's retirement planning, estate management, or general wealth building.