Top Ten Questions to Ask Your Financial Planner

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General Interest

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Program Description

Event Details

Choosing the wrong investment professional can be detrimental to your financial well-being. Understanding which financial professional to turn to for advice can be overwhelming and confusing especially when it comes to the areas of insurance and investing. Ed Gjertsen II, CFP® , past National Chairman of the Financial Planning Association will provide essential questions and insights to help you evaluate and vet those entrusted with your financial life.

This program is brought to you by BIG, a network of Chicagoland libraries with an interest in business programming, including the Addison Public Library, Aurora Public Library District, Carol Stream Public Library, Crystal Lake Public Library, Elmhurst Public Library, Huntley Area Public Library, Lake Forest Library, McHenry Public Library District, Mount Prospect Public Library, Naperville Public Library, Northbrook Public Library, Schaumburg Township District Library, Skokie Public Library, St. Charles Public Library District, Vernon Area Public Library and the Wilmette Public Library.


Zoom webinar

This webinar takes place on Zoom. After registration, you will receive an email with a link to join the event using your computer, smartphone or tablet. Or you may choose to listen in (without video) from your telephone.