Webinar Registration

Navigating Liabilities in Financial Planning: A Guide for Professionals

Tuesday, February 13, 2024 at 1:00 PM ET

Financial Advisor

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

Retirement & Estate Planning Services, Inc.

Mortgage Advisor

John Thompson, CLA

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.

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