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.
Mike Slaughter, AEP, CFP®, CRPC®, CLU®
Financial Advisor Retirement & Estate Planning Services, Inc.
Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA is an Experienced Presenter with deep knowledge in Mortgages. 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.
John Thompson, CLA
Mortgage Advisor
Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA is an Experienced Presenter with deep knowledge in Mortgages. 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.