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This webinar is for anyone who has a financial advisor or is considering hiring one. You will learn:

  • What a financial advisor does
  • How to select and evaluate an advisor
  • How to assess an advisor’s competency and performance
  • How advisors are compensated and the associated conflicts and total costs
  • Other options besides a traditional financial advisor

Presenter: Jimmy Becker, M.B.A.; Founder, Financially Speaking

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