Navigating Liabilities in Financial Planning: A Guide for Professionals
Guest Expert: Mike Slaughter, AEP, CFP®, CRPC®, CLU® and John Thompson, CLA
This webinar focused on the crucial role of managing liabilities as a financial advisor: such as mortgages and consumer debts, in the financial planning experience. Listeners learned about the significant impact liability management can have to help enhance your clients' overall financial health and support their long-term objectives. This session was essential for anyone looking to improve existing financial plans or develop new, comprehensive strategies.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Navigating Liabilities in Financial Planning: A Guide for Professionals 02-14-2024
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Always great to hear some good alternate opinions on debt management, especially concerning homes and mortgages.
- Steven C.
I leaned a number of things. The importance of cash flow was one of them.
- Mark Z.
This is a very good topic to address. I know from my days in comprehensive financial planning that most advisors are much more concerned with AUM than helping clients manage debt. When you reduce the debt, you create opportunity for clients.
- Barbara B.
Always great to hear some good alternate opinions on debt management, especially concerning homes and mortgages.
- Steven C.
I leaned a number of things. The importance of cash flow was one of them.
- Mark Z.
This is a very good topic to address. I know from my days in comprehensive financial planning that most advisors are much more concerned with AUM than helping clients manage debt. When you reduce the debt, you create opportunity for clients.
- Barbara B.
Attendees Comments:
Always great to hear some good alternate opinions on debt management, especially concerning homes and mortgages.
- Steven C.
I leaned a number of things. The importance of cash flow was one of them.
- Mark Z.
This is a very good topic to address. I know from my days in comprehensive financial planning that most advisors are much more concerned with AUM than helping clients manage debt. When you reduce the debt, you create opportunity for clients.
- Barbara B.