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
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Loretta Saff, M.A., CPC, CPRC