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.
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.
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.
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.