Climate Conscious Wealth: How to Find an Advisor Who Gets It
This session is for anyone looking to make informed decisions about their financial future. Learn the ins and outs of hiring an investment advisor to see if it is right for you and your family.
We'll cover:
Understanding the different types of financial advisors and their roles in managing your finance
Identifying the key factors to consider when selecting an advisor, such as experience, qualifications, fees, and investment philosophy
Understanding the various fee structures and choose the one that best aligns with your needs
Recognizing red flags to avoid when dealing with potential advisors
By attending this presentation, you'll gain the confidence and clarity needed to make informed decisions about your investments and finances in a safe, no-judgment zone!
Hosted by GreenPortfolio as part of New York Climate Week.
By registering for this event, you agree to share your registration information with GreenPortfolio.