What Every Investor Needs to Understand About Financial Risk
Webinar details for the Advice Chaser event on understanding financial risk
Advice Chaser Offers Consumers an Easy Way to Find the Best Professional Financial Advisor
This webinar is part of a free series on fundamentals of personal finance. The event will cover common pitfalls that people make in their financial lives.
This webinar is part of a series on fundamentals of personal finance. Advice Chaser, a service that matches clients with experienced financial advisors, will host the event. The event will cover common pitfalls that people tend to make in their financial lives. We’ll discuss topics such as:
• 12 common ways that professionals lose money
• What you should know about life insurance
• How to plan for sales tax when you sell a house or sell a business
• Things to consider when getting auto and home insurance, and rules of thumb for P&C liabilities
• Why you should start planning for retirement and long-term care now
• Strategies for mitigating risk in investments
“The average American has worked hard and saved hard to achieve a stable and fulfilling life, but many of us are not familiar with basic financial concepts that can make all the difference for a secure future,” said Megan Coelho, President of Advice Chaser. “Understanding financial risks will help everyday investors avoid common pitfalls and start thinking about their long-term financial stability.”
The most common financial mistakes will be discussed in this webinar, but to get personalized financial advice, talk to a financial advisor. Advice Chaser can connect you with a financial advisor who has specific experience in working with people in your situation. Whether it’s paying off student loans, managing your credit, or planning for retirement, your goals will be more achievable the sooner you start thinking about them. Book a free consultation today.
About Advice Chaser
Advice Chaser is an independent financial concierge service. Our mission is to improve your investment experience by helping you access better financial advice. We listen to your specific needs and goals in order to offer you a custom-tailored connection to reputable advisors. Think of us as a boutique financial dating service.
Unlike other investor-matching services, we do not sell recommendations. Advisors pay to be considered for our select list, but they can’t purchase a place there. We keep only consistently reputable advisors on our shortlist. To see what we can do for your future, see our services here.
Hannah Chudleigh
Advice Chaser
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