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10.19.2022 - Hybrid Planning

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The Future of Hybrid Planning
Presented by Nate Wilson, New Retirement
Nate Wilson

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.

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