Why would you choose to work with a financial advisor? How will you select a small or a large firm, or an individual, to collaborate with….and what are the costs?
Join CBM and MBI, the firm’s financial advisory subsidiary, for an interactive presentation to help bring transparency to the overall process of selecting an advisor. Judy Barnhard, director of the firm’s professional services, wealth management and financial planning services, and Alex Seleznev, senior investment advisor and portfolio strategist, will initiate a one-hour discussion while taking questions, to help attendees better understand the true costs of investing as they consider different types of financial advisors to work with.
Hiring a financial advisor should clearly allow clients to understand the benefits and costs of working with a professional who will end up dedicating their expertise to learning about your retirement, tax planning, education and other financial goals, whatever they may be, and striving to help you achieve them.