Jay Reese, Financial Advisor with Waddell & Reed, will be the featured speaker for the Financial Club on July 11th.
His presentation is on the subject of finding a good financial advisor. The events occurring in our most recent past & current economic environment have inspired many to turn to financial advisors for professional advice. How do I find a financial advisor, what are we looking for, what should I ask? These are all questions that run through people’s minds as they try to find an advisor they can trust to help lead them through different stages of their lives.
Participants will learn about….
- What qualities to look for in an advisor;
- Different types of advisors;
- What questions your advisor should be asking you; and
- What questions to ask an advisor
Many people know that they could benefit from a better financial plan; they just don’t know how to find a good financial advisor to help. We will discuss how to help the members of the Financial Club find the help they need.