Five Questions to Ask Your Financial Advisor

​Many family and friends work with a financial advisor but they often have no idea how to gauge whether that person is beating inflation.   [We already know their financial advisor is not beating bitcoin’s returns]. Come to this session if you want to arm yourself, your family and friends with five foundational questions that anyone can ask their financial advisor to determine if their portfolio is outpacing inflation.  

​This session will be led by Mark Maraia who early in his career worked as a securities litigator.  This will be a continuation of his efforts in the May session to increase your financial literacy.   

​ Come prepared to learn how to evaluate your financial advisor by asking five thoughtful questions.  Please bring along a friend who might be a bitcoin skeptic or just curious.  And if you’re the skeptic—even better!!

​We’ll leave plenty of time for Q & A.