How do I Choose the Best Financial Planning Seminar?

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  • Written By: Laura M. Sands
  • Edited By: Heather Bailey
  • Last Modified Date: 07 April 2020
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Choose the best financial planning seminar by first understanding what it is you need to gain by attending a seminar. Next, assess the options available to you in terms of traveling distance and cost. While online financial planning seminars are available, many others require physical attendance and can be rather expensive, particularly if you have to travel to attend one. Finally, choose the best financial planning seminar after researching the experience of the presenters a seminar is promoting, as well as the products, such as books and audio lessons, that are likely to be featured. Only select the seminars that feature the most experienced presenters and that offer products that have a good reputation for results among previous attendees.

Many people have unique financial planning needs. Some people need a financial planning seminar for personal cash flow management or estate planning, while others need insight on better investment management structures. Still, others need financial planning seminars to help with business structures or to help learn about particular tax issues; whatever your unique needs are, be sure to select a financial planning seminar that addresses all or most of your needs.


Some financial planning seminars are offered monthly, while others are offered annually. Occasionally, a financial planning seminar featuring a noted financial planner may only be offered rarely. Research upcoming seminars and select ones that are the most cost effective for you to attend in terms of admission and any associated travel costs, but that also give you access to the speakers and materials you desire. If you have a particular certified financial planner that you want to hear in a seminar, visit that person’s website for information on possible upcoming seminar dates. Be sure to consider online financial planning seminars, which can also be quite useful.

At times, you will find financial planning seminars that do not require an admission fee. While these may feature some of the best financial experts in the industry, realize that these events will likely tell you what you need to do in terms of investment and risk management, but will also encourage you to buy a product or a service in order to learn how to go about achieving the results you desire. With this in mind, it will benefit you to investigate some of the previous products sold at such events or that are offered directly on a speaker’s website to find out if these products are worthwhile investments or even if you can afford to purchase them now or in the near future.

For every financial planning seminar you consider, diligently research the background of each presenter, as well as any products each may offer. Specifically, you want to find out if these individuals are seasoned professionals with a good reputation for results and are among those who offer worthwhile products. Ultimately select the financial planning seminar that features top-notch experts, for a price that you can afford and that offers financial planning tools that will be of benefit to you in the long run.


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