Do you want to meet with a Certified Financial Planner (CFP) but don’t know where to start? Join us for an opportunity to hear from and speak with several CFP’s who will demystify the process for you. At the end of the townhall, you will understand:
- What type of questions to ask a Certified Financial Planner (CFP)
- How to prepare for a meeting with a CFP
- The benefits of working with a CFP
- How a CFP gets compensated
Leave the townhall ready to make a CFP appointment and take control of your finances.
This online workshop is free, but please register to attend. Are you new to our platform Community Pass? Follow our easy guide to set-up an account.