Ten Questions Investors Should Ask Their Financial Planner (Virtual)

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Program Description


Choosing the wrong investment professional can be detrimental to your financial well-being. But understanding which professional to turn to for advice can be overwhelming and confusing, especially when it comes to insurance and investing. Ed Gjertsen II, CFP®, previously the National Chairman of the Financial Planning Association, provides essential questions to ask the professionals you are considering to entrust with your financial life, to help you evaluate whether they are a good fit for your needs.

This event is brought to you by and in partnership with 17 suburban Chicago area public libraries.

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This event is virtual and will take place on Zoom

Once you register, you will receive a confirmation email with connection info for joining the virtual event. Please hold on to the confirmation email. A few minutes before the event start time, please use the connection info in the email to join us. If this is your first Zoom event with the Library, please visit our How to Join page.