Are you thinking about working with a financial planner…or maybe changing to a different financial advisor? In this workshop we’ll talk about the real value of financial advice and how to sort through the alphabet soup of options available. What’s the best choice for your situation and how can you find this professional? You’ll learn questions to ask potential planners to work with and practical suggestions to help you move forward with your financial life.
FYI: I stopped working with individual financial planning clients when I retired from my financial planning business five years ago. Since then I’ve retained my CFP® status and my CeFT® designation. I share this so Camp Widow attendees know they would not be able to become a planning client with me. Rather I provide educational information through my speaking, writing, and limited mentoring for widowed persons…in addition to our ongoing research about widowed persons and money issues.