How to Select or Evaluate Your Financial Services Provider

Date: September 24, 2012
Time: 12:30 p.m.-2 p.m.
Location: Webinar

Web Conference: How to Select or Evaluate Your Financial Services Provider 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.

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 flimflam salesman? 

On Sept. 25 from 12:30 p.m.-2 p.m.join the webinar at about 10 minutes prior to the start time. Our presenter is Mark Robinson with Michigan’s Investor Education in Your Community. You can check out our presenter's bio at 

If you are unable to join us live, the presentation will be archived for future viewing about one week following the scheduled date.

Events Nearby

View more events