Webinar Registration

Financial Readiness:
Helping Clients Before Life Happens
Boost Your Client's Financial Literacy, Financial Planning outcomes and reduce out-of-pocket costs -
Wednesday, June, 24
|
ET
|
60 minutes
Tony Steuer
Tony Steuer, CLU, LA, CPFFE
Financial Readiness Advocate | Podcast Host
Presenter Bio
Marie
Marie Burns, CFP
Financial Planner | Owner Focus Point Planning
Presenter Bio

What You'll Learn

Preparing clients for emergencies requires more than documents. It requires a system. In this session, Financial Educator Steuer and Financial Planner Maria Burns will walk through how to build a financial readiness framework that helps clients stay organized, clarify roles, and make informed…

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What You'll Learn
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Webinar Description

Preparing clients for emergencies requires more than documents. It requires a system. In this session, Financial Educator Steuer and Financial Planner Maria Burns will walk through how to build a financial readiness framework that helps clients stay organized, clarify roles, and make informed decisions when it matters most. Advisors will gain practical ways to integrate “in case of emergency” planning into their ongoing client process.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.