Have you wanted to start a financial plan but are not sure where to start? Do you feel intimidated by all the options? Trusting a financial planner can be a tremendous leap forward but it doesn’t have to be a scary event. We invite you to attend this webinar, to learn what to ask of a financial planner from your local bank, credit union, or independent advisors.
GreenPath wants to help you reach your version of the American Dream. We want to bring you subject matter experts that help guide you to find the resources you will need to develop long-term investment strategies. Join us with our special guest Martha Williams, Certified Financial Planner, CFP® from Williams Wealth Services as she shares a plan to take control of your financial future by using strategies to interview those who seek to earn your business.
You will learn questions to ask, to get to know the potential financial planner. You will learn the differences on how some financial planners or financial advisors make money. This may help you to determine who will win your business and help you prepare for your retirement future.
Greenpath does not offer financial planning or investment advice.
What You Will Learn
- The questions and considerations to take when looking for a financial planner or advisor
- An overview of how financial planners are compensated, potential fees or other charges
- The services you can expect to receive when teaming with a financial planner or advisor
Presented by
- Martha Williams: Williams Wealth Services Certified Financial Planner
- Andy Manthei: GreenPath Associate Business Development Representative
Presented by
Martha grew up in Ann Arbor and attended the University of Michigan. After graduation, she began her career helping clients in the financial services field. In 2013, Martha attained her Certified Financial Planner (CFP®) certification and in 2017 started her own business, Williams Wealth Services, located in Ann Arbor. Her passion is to help people reach their personal financial goals through the process of planning, saving and growing their wealth.
