The Value of Working With a Certified Financial PlannerWednesday, May 25 at 1:00 PM - 2:00 PM
Lewes Public Library
111 Adams Ave.
Lewes, DE 19958
DescriptionCFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. During this Money School seminar we will explain how CFP® can bring value to your financial portfolio.
Presented by Bethany Lewis CRPC® Financial Advisor with Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. She is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.
Registration is requested and walk ins are welcome. To register by phone, call 1-877-307-6858.