When to Hire or Fire a Financial Advisor

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Program Type:

Health & Wellness

Age Group:

Adults
  • Registration is required for this event.
  • Registration will close on January 6, 2026 @ 6:00pm.

Program Description

Event Details

Join Rico Roberto for an informative presentation and open Q&A as he covers topics such as:

What are the hallmarks of a great financial advisor?

What are some things to look out for when hiring an advisor?

Is my current advisor optimizing my entire financial picture?

Disclaimer(s)

By participating in or attending any library event, program, or class, visitors may be photographed by library staff. The library reserves the right to use these photographs for publicity purposes in printed materials and online. If you or a family member prefer not to be photographed, please inform the library staff in charge before the event begins. 

Register for this event