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How to Hire a Financial Professional

How to Hire a Financial Professional

On Tuesday, November 19th, The Pledgettes is hosting a webinar "How to Hire a Financial Professional" with Elizabeth Windisch, CFP®. We're going to talk about different titles of financial professionals, what they did to earn those titles, and what to ask when interviewing them for the job of helping you manage your money. Whether you have a Certified Financial Planner(R), a banker, a Financial Representative or nobody at all, chances are there is something you will learn to improve the relationships with the financial professionals in your life.


Nov 19 2019


9:00 am - 10:00 am

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through GPS Wealth Strategies Group LLC, a registered investment advisor. GPS Wealth Strategies Group LLC and Aspen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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