We are independent & ad-supported. We may earn a commission for purchases made through our links.

Advertiser Disclosure

Our website is an independent, advertising-supported platform. We provide our content free of charge to our readers, and to keep it that way, we rely on revenue generated through advertisements and affiliate partnerships. This means that when you click on certain links on our site and make a purchase, we may earn a commission. Learn more.

How We Make Money

We sustain our operations through affiliate commissions and advertising. If you click on an affiliate link and make a purchase, we may receive a commission from the merchant at no additional cost to you. We also display advertisements on our website, which help generate revenue to support our work and keep our content free for readers. Our editorial team operates independently from our advertising and affiliate partnerships to ensure that our content remains unbiased and focused on providing you with the best information and recommendations based on thorough research and honest evaluations. To remain transparent, we’ve provided a list of our current affiliate partners here.

How do I Choose the Best Financial Planning Seminar?

Laura M. Sands
By Laura M. Sands
Updated May 17, 2024
Our promise to you
WiseGEEK is dedicated to creating trustworthy, high-quality content that always prioritizes transparency, integrity, and inclusivity above all else. Our ensure that our content creation and review process includes rigorous fact-checking, evidence-based, and continual updates to ensure accuracy and reliability.

Our Promise to you

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy, ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

Editorial Standards

At WiseGEEK, we are committed to creating content that you can trust. Our editorial process is designed to ensure that every piece of content we publish is accurate, reliable, and informative.

Our team of experienced writers and editors follows a strict set of guidelines to ensure the highest quality content. We conduct thorough research, fact-check all information, and rely on credible sources to back up our claims. Our content is reviewed by subject matter experts to ensure accuracy and clarity.

We believe in transparency and maintain editorial independence from our advertisers. Our team does not receive direct compensation from advertisers, allowing us to create unbiased content that prioritizes your interests.

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.

WiseGEEK is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.

Discussion Comments

WiseGEEK, in your inbox

Our latest articles, guides, and more, delivered daily.

WiseGEEK, in your inbox

Our latest articles, guides, and more, delivered daily.