Free webinar

5 questions to ask your financial advisor

online/members only
Apr 17, 2025 18:00
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5 questions to ask your financial advisor

If you have a financial advisor but still feel confused with how you’re invested, you're not alone. Traditional advisors often leave out key details that can cost you a lot in the long run. In this webinar, we’ll clear up the confusion and help you understand what you're paying for and if it's worth it.

What You Will Learn:

  • How to decode advisor fees and identify hidden costs
  • How to find lower cost options (and ask your advisor to use them)
  • How to evaluate if your advisor relationship is worth keeping

This webinar is for… anyone currently working with a financial advisor or considering hiring one. Whether you're happy with your advisor or questioning the relationship, you'll gain practical tools to make informed decisions about your financial guidance.

Meet the speakers

Maggie Gomez

How it works

Register for the webinar using the form.
You will receive a confirmation email.
You will receive an email/text reminder with your access link one hour before the webinar begins.
Click on the access link from the email and enjoy our free webinar.
If you have any problems please contact us at [email protected]

5 questions to ask your financial advisor

If you have a financial advisor but still feel confused with how you’re invested, you're not alone. Traditional advisors often leave out key details that can cost you a lot in the long run. In this webinar, we’ll clear up the confusion and help you understand what you're paying for and if it's worth it.

What You Will Learn:

  • How to decode advisor fees and identify hidden costs
  • How to find lower cost options (and ask your advisor to use them)
  • How to evaluate if your advisor relationship is worth keeping

This webinar is for… anyone currently working with a financial advisor or considering hiring one. Whether you're happy with your advisor or questioning the relationship, you'll gain practical tools to make informed decisions about your financial guidance.

Meet the speakers

Maggie Gomez

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