Evaluating and Compensating your Financial Advisor *In-Person*

This class is for anyone who has a financial advisor or is considering hiring one.You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly. Instructor: Jimmy Becker

Sections

ECFA-WI23.01

Start Date

March 4, 2023

Time

11:00am

Location

CCAE

Cost

$35.00

Availability

6

Saturday, 11am-12pm. Mar. 4

This class will meet in-person at CCAE with a limited student capacity. Please note that COVID-19 proof of vaccination is required. Please view our In-Person Class Guidelines prior to enrolling.

Instructors: Jimmy Becker

Instructor

Jimmy Becker

Jimmy Becker is the founder of FinanciallySpeaking.Org. He creates and presents customized workshops on many dimensions of financial planning and decision-making to audiences of all ages, including employee groups, adult education learners, students, and incarcerated inmates. Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what is offered, but what you really need are answers to basic financial planning questions that are unbiased, understandable, and actionable. Mr. Becker began his career on Wall Street as an options arbitrageur and understand the financial services industry from the inside out. He earned an Economics degree from Brown University and an MBA from the Yale School of Management.

You can learn more at his website, financiallyspeaking.org or youtube channel: https://www.youtube.com/channel/UCQyvRvcuOytu5-2TQRgG5mg