- December 2, 2020
1:00 pm - 2:00 pm
Have you wanted to start a financial plan but are not sure where to start? Do you feel intimidated by all the options? Trusting a financial planner can be a tremendous leap forward but it doesn’t have to be a scary event.
We invite you to attend this webinar, to learn what to ask of a financial planner from your local bank, credit union, or independent advisors. GreenPath wants to help you reach your version of the American Dream. We want to bring you subject matter experts that help guide you to find the resources you will need to develop long-term investment strategies.
Join us with our special guest Martha Williams, Certified Financial Planner, CFP® from Williams Wealth Services as she shares a plan to take control of your financial future by using strategies to interview those who seek to earn your business. You will learn questions to ask, to get to know the potential financial planner. You will learn the differences on how some financial planners or financial advisors make money. This may help you to determine who will win your business and help you prepare for your retirement future.
Greenpath does not offer financial planning or investment advice.