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.