Book an appointment to speak online with a financial advisor about Investments, Retirement, & Estate Planning. This includes 401(k), IRA, estate planning, planning for major purchase like buying home, college savings, risk management, and more. Appointments are for 30 minutes  and must be scheduled with library staff no later than the week prior.

CLICK HERE TO RESERVE A SESSION

To help advisors prepare for your meeting, when registering please let us know a general subject of what you will need help with. This may include 401(k), IRA, estate planning, planning for major purchase like buying home, college savings, or risk management. If something else, please give a general description.

These appointments are made possible through a partnership with The Association of Financial Educators, a nonprofit organization that works directly with the Federal Government to provide free financial education to the public. Advisors are volunteer professionals who will never try to sell you anything. This service is 100% educational.

Consultations will be regularly scheduled on the first Wednesday of each month.