Solid Finances Webinar: Preparing to Meet with an Investment Advisor
- Wednesday, March 3, 2021 from 12:05pm to 12:55pm
A Solid Finances Webinar titled "Preparing to Meet with an Investment Advisor" will be held on March 3, 2021 from 12:05 pm to 12:55 pm. The speaker for this webinar will be Joel Schumacher, Montana State University Extension.
Scheduling periodic meetings with your investment advisor can be an important aspect of achieving your financial goals. Many people put these meetings off, don’t schedule them at all or don’t prepare for the meeting in advance. A little bit of preparation can help your investment advisor create a plan that will help you achieve your goals. This session will provide an overview of what you need to do to take with your investment advisor.