Free financial planning with no catch

Star Tribune - Free financial planning with no catch - FP Day Recap, October 23, 2015

Last week's event gave attendees practical tips on 401(k) investment choices and more. 

If you had 20 minutes to ask a ­certified financial planner anything about your finances — no strings attached — what would it be?

With a large student loan debt looming over them, Rosie and Nick Thelen of Forest Lake spent months wondering if they should buy a house. “We want to see what we can ­manage,” said Nick Thelen.

Other common questions concern estate planning, budgeting and Social Security benefits.

Attendees at last week’s free “Financial Planning Day,” many of whom had never met with a financial planner before, said that having a professional answer lingering questions was a weight off their shoulders.

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