Episode 3 focuses on the types of questions you should be asking when choosing a financial advisor.
Maybe you don’t have a financial advisor yet. Maybe you’ve often wondered what questions to ask when talking about planning for Retirement. Do you know what fiduciary means? Should you have long-term care insurance? Join Carolyn Fleury, Wealth Management Specialist at Merrill Lynch, and me as we address eight important topics you do not want to overlook.
About our Episode Guest
Loretta Saff, M.A., CPC, CPRC