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Retirement Planning and Financial Planning News in the Minneapolis, Twin Cities Area
Discover 6 things you can do if you feel your stock broker/financial advisor has given you bad advice and it cost you money. Learn the most common red flags when dealing with brokers and advisors and how to avoid their big money traps. Katherine Vessenes is America’s best-known authority on the legal and ethical issues of financial advisors (Bloomberg Press). “I have spent 20 years telling advisors how to do the right thing by their clients,” says Katherine. “Now it is time for investors to understand their rights and take action.”
Locations and Dates Bloomington/Richfield Community Education
If you were going to run out of money in retirement, how soon would you want to know about it? Right away, of course! 100% of our clients were going to fall into at least one money trap before we did their financial plan. All 100% were totally unaware they were going to run out of money. Almost all had a financial advisor who didn’t give them what they most needed: a roadmap to a sound financial future. Also covered: 5 things you can do to create your own financial roadmap.
Locations and Dates Bloomington/Richfield Community Education
For more information or to have Katherine speak for your organization or workplace, please contact Chris at
952-401-1045 or Chris@vestmentadvisors.com
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Burned
