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Money Smart Week: Choosing a Financial Professional

When Apr 22, 2013
from 07:00 PM to 08:00 PM
Where Hoffman Community Service
Contact Name
Contact Phone 563-875-8912
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You’d like to consult a financial planner or investment advisor; but, how do you find someone you can trust, someone who’s right for you? Learn what questions to ask, what those credentials and letters after the advisor’s name mean, and the red flags that you should watch for. Susan Taylor, Family Finance Specialist, Iowa State University Extension and Outreach, Dubuque County, will present information on how to help individuals: Understand the broad range of financial professionals; Feel comfortable asking financial professionals about their qualifications and how they’re paid; Understand the difference between a fiduciary and non-fiduciary professional; and Receive tools to choose financial professionals that match their needs.


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