Join our Tweetchat Thursday, 5/3 at 12:00 p.m. Pacific/ 3p.m. Eastern for lively conversation and a chance to win a $100 Amazon gift card or one of two $50 Amazon gift cards! Use #WBChat and #AFCPE to participate.
This week's topic: Choosing a Financial Professional! You’ve heard the terms – financial adviser, planner, counselor, coach, therapist – but what do they mean? Learn about the different types of financial professionals that are available to you, the questions to ask before choosing a financial professional, how to ensure affordable access to financial professionals and more. Tell us your non-negotiables when seeking financial advice and share with us your top tip for helping someone choose a financial expert!
For an easy way to keep track of the conversation, try using our tchat.io chatroom.
Anyone can participate, but you must be following @WiseBread and RSVP below to win our prizes!
Winner must be US resident 18 or older. No purchase necessary. Winners are randomly selected and announced within 1 day of the chat. See official rules here.
To make it easier for us to keep track of attendees and pick our winners, please RSVP below with your twitter ID (put that in the "Link Title" field), email address, and your twitter URL (put that in the "URL" field, do not put your blog's url in there). Winners will be selected at random from RSVPs. If a winner is chosen who RSVPed but did not attend attend, a 2nd winner will be chosen.
This week’s chat is in conjunction with AFCPE
This week our chat is in support of AFCPE! @AFCPE will be joining our chat to share tips and tricks on how to choose a financial professional.
More About “AFCPE”
Here’s a message from AFCPE:
AFCPE ensures the highest level of knowledge, skill and integrity of the personal finance profession by certifying, connecting and supporting diverse and capable professionals who serve communities worldwide. Our inclusive community represents professionals from across the financial continuum, working together to bridge the gaps between financial education and behavior change and to shape the culture of financial well-being. We envision a future where all people — regardless of income or background — are empowered to achieve lasting financial well-being through the highest standards of financial counseling, coaching and education.
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