Just a quick reminder that our upcoming webinar is happening this Wednesday.
What’s Involved When Working with an Advisor
Date: Wednesday, June 25
Time: 1:00 PM ET
Cost: FREE to attend
Hosted by Jason Rizkallah and Brian Bass from McLean Asset Management, this webinar is designed to help you understand what it’s really like to work with a financial advisor.
We’ll talk through the practicalities of starting a relationship, what you should expect from an advisor, and how to determine if someone is a good fit for your goals and retirement income style.
The session will be structured to provide clarity and relevance, avoiding jargon and focusing on your real concerns.
This is a great chance to get clarity on whether working with an advisor is right for you, without any pressure.
