How To Select and Communicate With A Financial Advisor NEW!
At some point in later life, many older adults- including long-time ”do-it-yourselfers”- decide they do not have the time, knowledge, experience, and/or motivation to make important financial decisions on their own. Instead, they need some help. Personal finance can become complex in later life with multiple streams of income, required minimum distributions, changes in income tax brackets, and more. As a result, many people consider hiring a financial advisor. This class will discuss types of financial advisors, how to find local professionals, questions to ask when interviewing advisors, and strategies to communicate effectively with a financial advisor.
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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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