Working with Professionals

By the end of the class you should have an understanding of what parts of your retirement plan you are comfortable with handling yourself and what part you need extra help. This class will focus on how to choose a qualified professional. What all the different designations mean and what special training was needed to achieve the designation. The class will also help you develop questions to ask the advisor to make sure that you are getting a professional that specializes in the area you need the help and we will also discuss the forms of compensation so that you will feel confident that the compensation matches the work that is done for you.


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