How To Find a Certified Financial Planner
Have you ever wondered about working with a financial planner? Perhaps you want to improve your financial circumstances but don’t know where to start, or just don’t have the time or expertise to do it yourself. Maybe you’re facing a decision with huge financial consequences and want to make sure you’re on the right track. Ever just want a second opinion to reassure yourself? You may benefit from working with a financial planner.
Join us to learn:
- What questions to ask when searching for a financial planner
- How to get the most out of your relationship with a professional planner
- How planners are compensated; and
- How to spot red flags that will tip you off to a rogue planner BEFORE you trust them with your money.
Speaker and Presenter Information
Presented By: Karen Schaeffer, CFP®
Relevant Government Agencies
Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, EEOC, Federal Government, FDA, NSA, FCC
Event Type
Webcast
This event has no exhibitor/sponsor opportunities
When
Thu, Oct 8, 2020, 2:00pm - 3:00pm
ET
Cost
Complimentary: $ 0.00
Website
Click here to visit event website
Organizer
National Institute of Transition Planning, Inc.
