Hiring a Financial Planner? Ask About These Credentials
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YouTubeRetirement Planners of America
Hiring a Financial Planner? Ask About These Credentials
Before you hire a financial planner, ask two simple questions that can tell you a lot: education and certifications. In this short clip, Ken Moraif explains why credentials matter, what to ask about an advisor’s background, and why retirement-focused training can be especially important if you’re close to retirement. Tune in later this week ...
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