Finding a financial planner

aunt_bea
Sun, 18 Aug 2024 06:11:42 +0000

We took a course over two weekends at a community college with 19 couples. The CC was very strict about course content and no business, nor solicitation.

He had a syllabus and we bought the 200 page course workbook ($30) that included definitions for Medicare, Financial Planning, Cobras, trusts/wills etc.
It was not a sales pitch but was very academic; we did take his card and called his company 6 months later. That was in early 2021. Still with him and he’s been phenomenal! They still teach the course and rotate CFP companies.