The Consumer Webinar Series is for everyone – no matter how in tune you are with personal financial issues. Some topics are basic in order to give you an overview of a specific topic while others are slightly more advanced to dig a little deeper into a topic. The session schedule has been set-up to alternate as much as possible.
Click the RSVP link to register for the session.
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September 3
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Economic Uncertainty and Your Retirement
Noon - 1:00 CT
Instructor Dan Moisand, CFP®
NAPFA-Registered Financial Advisor
The economic recession has impacted Americans in many ways. Jobs have been lost, salaries have been slashed, and investments and home values have suffered. But how has the recession hurt YOUR long-term retirement outlook? This session will explore the various ways retirement planning has been impacted and what you can do to keep your retirement a reality. |
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October 1
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Financial Management of an Aging Parent
Noon to 1:00 pm CT
Instructor Cheryl Sherrard, AAMS, ATP, CFP®
NAPFA-Registered Financial Advisor
Many Americans are faced with the reality that they will be responsible for managing the financial needs of aging parents. From paying for housing and health care costs to addressing estate planning needs, ensuring that Mom and Dad are taken care of can take a considerable amount of time.. This session will address what you can do today to begin planning for their needs tomorrow. |
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How to Find a Financial Advisor
Noon to 1:00 pm CT
Instructor Susan John, CFP®
NAPFA-Registered Financial Advisor
2010 NAPFA National Chair
Finding the right financial advisor who can help you takes more than simply scouring the yellow pages or going online. You need to know how advisors are compensated and whether or not they will work in your best interests. To determine this you will need to be armed with the right questions to ask prospective advisors. This session will provide you with those important questions. |
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December 3
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Understanding Investment Fees and Expenses
Noon to 1:00 pm CT
Instructor Richard Salmen, CFP®
NAPFA-Registered Financial Advisor
Chairman of the Financial Planning Association (FPA)
Do you know how much you are paying for your investments and how your financial advisor is compensated? Like most consumers you probably don’t fully understand how much you are paying in fees and expenses and how they impact your financial plan. This session will delve into the issue of compensation so you can better understand how financial companies and advisors make money on your investments. | | 
