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HomeEventsEBN: Do It Yourself OR Hire a Financial Advisor?

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EBN: Do It Yourself OR Hire a Financial Advisor?



Financial planning is an increasingly important part of a successful life and retirement. But the world of financial planning, whether you do it yourself or hire a financial advisor, is complex. And unfortunately, there is bogus information and potential conflicts of interest to sort out.

So how do you know if you can trust yourself or someone else to help you create and maintain a good financial plan? How can you feel confident that you're saving and managing your money wisely and responsibly? Those are the questions this webinar is designed to answer.

Here are some of the topics we'll cover:
  • Useful tools and resources if you decide on a DIY financial plan.
  • The types of financial advisors and what makes them different.
  • The best questions to ask so you can make the right hiring decision.
  • What you should expect from a good financial planning process.
  • What you should focus on if you're not ready for a financial plan.
Join Glenn Frank and Steve Lewis for an in-depth discussion about financial planning. Come with your questions and get answers you can count on.

Glenn Frank has a Master's Degree in Taxation and was named Planner of the Year in 2019 by Massachusetts Financial Planning Association. He is author of the book, "Your Encore: How to Balance Time, Money & Joy." 

Steve Lewis is a MBA/CPA who worked in corporate finance for 40 years.  He now volunteers with VITA to do federal and state tax returns for low-income older adults.


When:
Wednesday, May 25, 2022, 10:00 AM until 11:00 AM
Where:
This event is virtual.

Additional Info:
Contact(s):
Mary Gunn
Category:
Virtual - Webinar
Registration is required
Payment In Full In Advance Only
No Fee