Webinar Registration

Top 5 Retirement Planning Questions Advisors Get Asked

Date: Wednesday, December, 13 2023 04:00 PM

Duration: 75 minutes

Ted Denbow

VP of Sales Right Capital

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This webinar will unpack the top five most common questions that pre-retiree clients ask advisors and how advisors can use an interactive financial planning tool like RightCapital to better engage clients during the planning process. Ted Denbow from RightCapital will use a case study format to illustrate retirement analysis, social security optimization, tax-efficient distribution, dynamic spending strategies, Roth conversions, stress tests and more. Most importantly, Ted will discuss how to present these difficult financial concepts in a way that clients can understand and feel empowered to take action.