Money

Free webinar: Top 10 mistakes in hiring a financial adviser

Posted on 07 May 2010

By Mark Miller

  • E-mail this story to a friend!
  • Print this article!
  • Digg
  • del.icio.us
  • NewsVine
  • Reddit
  • StumbleUpon
  • Facebook
  • TwitThis
  • LinkedIn

If you want to hire a financial adviser but haven’t got a clue how to get started, a free webinar at Silver Planet on May 14th could help you get moving. Titled Top 10 Mistakes When Hiring a Financial Adviser, the online session will feature Silver Planet blogger Deborah Hoskins, an elder law attorney and fee-only personal financial planner. According to Silver Planet, Hoskins “works to protect her clients from the financial services industry.” (that’s my kind of planner!)

Deborah Hoskins

Deborah Hoskins

Financial planning is heating up as more pre-retirement baby boomers recognize the need for help in tough times. Do-it-yourself planning certainly is an option, but a little help from a professional adviser can be well worth the time and money. The rationale for hiring an adviser is simple: Money spent now could make a big difference in helping you achieve a secure, happy future
retirement lasting two decades or more.

The challenge here is finding the right kind of adviser.  Almost anyone can hang out a shingle and dispense financial advice; planners may have any number of certifications or titles attached to their names, but none are required.

It’s an important subject–so much so that I devote an entire chapter of my upcoming book, The Hard Times Guide to Retirement Security, to tips on hiring an adviser.

Click here to register for the free Silver Planet webinar on May 14th.

Related posts:

  1. Free webinar: Is a Roth IRA conversion right for you?
  2. Six steps to hiring a fee-only financial planner
  3. How to hire a financial adviser
  4. Free Morningstar webinar: Retirement portfolio planning
  5. Join me for a free webinar on retirement in hard times

Tags |

Comments are closed.

The Hard Times Guide to Retirement and Security - Order Now!
Privacy Policy