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Top 10 Questions to Ask Your Financial Planner

Speaker Ed Gjertsen II, CFP, will provide essential insight to help you evaluate and vet investment professionals entrusted with your financial life.

Choosing the wrong investment professional can be detrimental to your financial well-being. Understanding which financial professional to turn to for advice can be overwhelming and confusing, especially when it comes to the areas of insurance and investing. Ed Gjertsen II, CFP®, past National Chairman of the Financial Planning Association, will provide essential questions and insights to help you evaluate and vet those entrusted with your financial life.

Register to receive your exclusive Zoom link! If you'd like to ask our presenter a question, please include it on the Zoom registration page. 

This program will be recorded and be available to view for a limited amount of time on the Aurora Public Library District’s YouTube channel.

This program is brought to you by several Chicagoland area libraries. Librarians from these libraries participate in BIG, which stands for "Business Interest Group." BIG meets quarterly to discuss topics relevant to business librarians, including presenters, programs, databases, and collection development.

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I acknowledge my participation (or my child’s participation) in this virtual program includes the recording of this program which may include my name as listed on my account, images and/or video footage. I grant the Aurora Public Library District my permission to use the photographs and/or video footage for any legal use, including but not limited to: publicity, copyright purposes, illustration, advertising, and web content. Furthermore, I understand that no royalty, fee or other compensation shall become payable to me by reason of such use.

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