Webinar Registration

The Future of Hybrid Planning
Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs -
Wednesday, October, 19
|
ET
|
75 minutes
Nate Wilson
Nate Wilson
Strategic Account Manager New Retirement

What You'll Learn

In a world that is constantly evolving, it's essential for financial advisors to keep up with the way consumers are engaging with digital technologies. In this talk, NewRetirement will take you behind-the-scenes to show you how their financial planning platform empowers financial planners…

Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
Register Now
Name
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.
What You'll Learn
No content added
Webinar Description

In a world that is constantly evolving, it's essential for financial advisors to keep up with the way consumers are engaging with digital technologies. In this talk, NewRetirement will take you behind-the-scenes to show you how their financial planning platform empowers financial planners to colloborate with their clients to build their retirement plans. Observe how software designed for the consumer compares to, and can compliment, traditional advisor software

The speaker will also share NewRetirement's unique features that help users uncover the most tax-efficient strategies for their retirement withdrawals.