Evaluating and Compensating your Financial Advisor *In-Person*

When:
Saturday, Aug 01, 2026 12:30p -
1:30p

Where:
CCAE
42 Brattle St.
Cambridge, MA 02138

EventScheduled OfflineEventAttendanceMode

Admission:
$40

Hosted by:
...
ccae Cambridge Center for Adult Education

Categories:
Classes

Event website:
https://ccae.org/classes/offering/2056/evaluating-and-compensating-your-financial-advisor-in-person

This class is for anyone who has a financial advisor or is considering hiring one. You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how to determine their suitability, competency, performance, and fiduciary commitment. You will also learn the various models by which financial advisors are compensated and which is the most suitable, least conflicted, and least costly. Instructor: Jimmy Becker


Share this event

Add to:

Reddit
08/01/2026 12:30:00 08/01/2026 13:30:00 America/New_York Evaluating and Compensating your Financial Advisor *In-Person* <p>This class is for anyone who has a financial advisor or is considering hiring one. You will learn a specific approach to select, evaluate, and compensate a financial advisor; this includes how t...

https://www.thebostoncalendar.com/events/evaluating-and-compensating-your-financial-advisor-in-person--4 CCAE, Cambridge, MA 02138 false MM/DD/YYYY

Sponsored events