Overview
Now that you have gained invaluable knowledge about personal financial planning the next step is to act on this knowledge. To make the changes in your life that you have identified, you need to make some very important decisions. These decisions include managing your own finances or finding and working with a professional financial planner.
Financial planners go through and adhere to a very strict regimen of education, training and continual learning.
When looking for a financial planner you may have questions such as, where should I start? What should you look out for? Are all financial planners the same? These and many other questions are addressed in this workshop.
Learning objectives
At the end of this seminar, participants will be able to do the following:
- Begin looking for a financial planner
- Understand different industry accreditations and how financial planners are compensated
- Follow the exact steps required when seeking and retaining the services of a professional financial planner
Location: Online Webinar
Time: 12:00 noon to 1:00p.m.
