Webinar Registration

Navigating Liabilities in Financial Planning:
A Guide for Professionals

Boost Your Client's Mortgages outcomes and reduce out-of-pocket costs -

Tuesday, February, 13

01:00pm ET

60 minutes

Mike Slaughter, AEP, CFP®, CRPC®, CLU®

Financial Advisor Retirement & Estate Planning Services, Inc.

John Thompson, CLA

Mortgage Advisor

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

This webinar is specifically designed for financial advisors and planners. It focuses on the crucial role of managing liabilities as a financial advisor: such as mortgages and consumer debts, in the financial planning experience. You'll learn about the significant impact liability management can have to help enhance your clients' overall financial health and support their long-term objectives. This session is essential for anyone looking to improve existing financial plans or develop new, comprehensive strategies. We’ll have a lender, a financial advisor, and a moderator talk about specific steps you can take with every client.