Webinar Registration

Top 5 Retirement Planning Questions Advisors Get Asked
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -
Wednesday, December, 13
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ET
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75 minutes
Ted
Ted Denbow
VP of Sales Right Capital

What You'll Learn

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…

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What You'll Learn
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Webinar Description

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.

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.