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Retirement Savings and Income Planning
Top 5 Retirement Planning Questions Advisors Get Asked
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Ted DenbowGuest Expert: Ted Denbow, Right Capital

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 cli...

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Discussions & Comments

Missy Davis 2 years 4 months ago
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.
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.

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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.