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.
Top 5 Retirement Planning Questions Advisors Get Asked
Date:
Duration: 75 minutes

Ted Denbow
VP of Sales Right Capital
Ted Denbow, Right Capital is an Experienced Presenter with deep knowledge in Retirement Savings and Income Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.
In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.