How to Select or Evaluate Your Financial Services Provider

Date: April 9, 2012
Location: Traverse Area District Library, Woodmere Branch

Time: 6:30 - 7:30 p.m.

Facilitated by: Mark B. Robinson, CIMA®, AIFA®, Investor Education in Your Community

Registration: Call Jill at the Library - (231) 932-8532

Contact: Wanda Repke - (231) 922-4836 or

Whether you already have a financial services provider, or are trying to select one, this course will give you the confidence to effectively evaluate your options and make the choice that’s right for you. We will also cover the 15 critical questions you should ask any financial services provider about themselves, their business and their investment recommendations. 

What’s the difference between a broker, an adviser and a financial planner? What do all the titles and designations mean? How can their background and credentials be checked out? What services should you insist on having provided? When interviewing a prospective financial services provider, how do you differentiate between a straight-talking professional and a flim-flam salesman? 

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