This webinar unpacked the top five most common questions that pre-retiree clients ask advisors and how advisors can use an interactive financial planning tool like RightCapital to better engage clients during the planning process. Ted Denbow from RightCapital used a case study format to illustrate retirement analysis, social security optimization, tax-efficient distribution, dynamic spending strategies, Roth conversions, stress tests and more. Most importantly, Ted discussed how to present these difficult financial concepts in a way that clients can understand and feel empowered to take action.
12.13.2023 - Retirement Planning
Top 5 Retirement Planning Questions Advisors Get Asked
Presented by Ted Denbow, Right Capital