Top 5 Retirement Planning Questions Advisors Get Asked
Guest Expert: Ted Denbow, Right Capital
Date:
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.
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.
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
Attendees Comments:
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.