What to Look For When Hiring a Financial Advisor
Tuesday, November 14
As you get older, busier and (it is hoped) more wealthy, your financial goals – and options – get more complicated. A competent financial helper can save you time and maximize your assets while an incompetent planner can ruin you financially. Choosing the right financial planner can make all the difference. On Tuesday, November 14, Dan Kuderer will explain what you should look for when hiring a financial advisor.
As a Financial Advisor and business owner, Dan is passionate about helping people simplify their financial lives and experience a freedom to be generous with their time, talents & money. He helps clients invest in their future with confidence by providing Comprehensive Financial Planning, Risk and Wealth Management Services. He gets satisfaction in guiding his client’s through each of life’s stages by building solid relationships based on unbiased, honest advice. Dan is married to his wife of 23 years Anita and they have 3 adult children and 4 grandchildren. He is a golfer and runner and loves to ride motorcycles. Hiking & Camping are activities Dan enjoys, along with traveling the world to destinations such as the Canadian Rockies, Northern Italy and South Africa. Dan is involved in several volunteer opportunities through Crossroads Church and Dave Ramsey’s Financial Peace University. He is a board member with the Anderson Area Chamber of Commerce and enjoys helping professionals network while in job and career transition.
Come join us for an exciting and informative evening at the original Montgomery Inn (9440 Montgomery Road Cincinnati, Ohio 45242) Free parking is located behind the restaurant. There is a large free public lot located a block away at 9401 Shelly Ln Montgomery OH . Networking and registration starts at 5:30pm, with dinner at 6:00pm and the speaker to follow.