Online Course Catalog
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Do You Need a Financial Advisor (or Robo-Advisor)? NEW!
The last third of a person’s life is often the most complex time financially with many decisions to make about retirement savings withdrawals, Social Security benefits, investment asset allocation, and required minimum distributions. Many people who have been “do-it-yourselfers” for decades may wonder if they need professional advice or assistance.
The class will address the value that advisors can provide and alternatives to hiring one. It will describe questions to ask about a potential advisor, what to expect when hiring a financial advisor or using a robo-advisor, and criteria to consider for human advisors including credentials, education, and fee structures.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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