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

12:00pm ET

60 minutes

Tony Steuer, CLU, LA, CPFFE

Financial Readiness Advocate | Podcast Host

Presenter Bio

Marie Burns, CFP

Financial Planner | Owner Focus Point Planning

Presenter Bio

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

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.