Webinar: Selecting the Financial Advisor that is Right for You

Course Description: Achieving your financial, retirement, estate planning and other goals requires a financial advisor. But advisors are not all the same. Who you have serving you can make a big difference in achieving your goals.  The relationship you have with your advisor should be about more than “just” trust or the name on the door. This webinar will offer guidance to help you avoid some of the common planning gaps left behind by some advisors.

This webinar will discuss:

1. 1. 1. Do you know the standard to which your advisor is being held?
      2. Do you know how much your advisor is really charging you?
      3. Is your advisor bridging the gap between the tax and investment planning?
      4. Comprehensive planning – what it means and why it’s important to you and how can you be certain that you are receiving it?
      5. How to choose the advisor that’s right for you?

Speakers: Vance Barse AIF®,  and Martin Shenkman, Esq.

*This may constitute attorney advertising.

Handouts

One Slide Per Page

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Three Slides Per Page

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Article – “Wealth Advisor Interviews: Questions Clients Should Ask,” by Martin M. Shenkman, Esq.

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