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Top 5 Retirement Planning Questions Advisors Get Asked
Guest Expert: Ted Denbow, Right Capital
Date:
Attendee's Excellent Rating: 84%
Webinar Replay Description

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.

Attendees Comments:

When listeners were asked what they learned during this webinar, they commented:

Right Capital has useful applications which were just touched on during the presentation. A follow up session would be useful. A fine overview of Right Capital.
- Mark Z.

These sessions are helpful in finding what's out there, thanks
- Mark C.
Comments
When listeners were asked what they learned during this webinar, they commented:

Right Capital has useful applications which were just touched on during the presentation. A follow up session would be useful. A fine overview of Right Capital.
- Mark Z.

These sessions are helpful in finding what's out there, thanks
- Mark C.
12.13.2023 - Retirement Planning