Navigating the World of Investment Advisors

Make Smart, Confident Financial Decisions

Finding the right investment advisor can be a game-changer—but it can also feel overwhelming. In this clear and empowering session, Bonnie Gurry, CEO and Co-Founder of GreenPortfolio, breaks down what you need to know to confidently evaluate, select, and work with professional investment advisors.

From understanding credentials and fee structures to knowing the right questions to ask, this session gives you the tools to take control of your investment journey and avoid common pitfalls. Whether you're just getting started or looking to switch advisors, you’ll leave with practical knowledge to make smarter financial choices.

What You’ll Learn:

✅ How to evaluate and choose a trustworthy investment advisor
✅ The different types of advisors and fee models—what to watch for
✅ Questions to ask to ensure your goals and values are aligned

Presenter:

🔹 Bonnie Gurry – CEO & Co-Founder, GreenPortfolio

🎤 Moderator: Dr. Karla Mitchell, ND, MBA – President/CEO, C.L.A.S.S. (Changing Lives and Staying Sober)