Financial Education Seminar Series: Working with Financial Advisors
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What is the role of financial advisors, are they right for me, and can I afford them?

9/22/2020
When: Tuesday, September 22
6:00 p.m.
Where: Zoom
Contact: Michelle Schleibaum
914-606-6505


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Working with Financial Advisors

Tuesday, September 22 at 6:00 p.m.
via Zoom
 

In partnership with the Financial Planning Association of the Greater Hudson Valley
we are pleased to present the next in our seminar series. 

 This session will address the questions of what the various roles of financial advisors are and how they may be able to help you with your finances.

Topics to cover include:

Types of advisors and their areas of focus
What you should prepare before meeting with an advisor
Types of questions they might ask you
How you pay for these services and what to be aware of
Resources to find a qualified advisor

 

 Please note, to help in protecting the privacy of our participants, we will send Zoom meeting information to registrants the morning of the event. You will receive meeting details before 12:00 p.m., please check your spam box if it is not in your inbox.