For clients living in coastal areas, hurricanes and rising tides aren't rare events — they’re part of life. Yet too many financial plans fail to account for the real and growing cost of storm risk. In this timely and practical webinar, South Carolina-based planner Christopher Jackson, CFP® shares how he helps clients along the coast prepare for the next big storm — financially and emotionally. Drawing on firsthand experience and client case studies, Christopher will walk you through a planning process that builds resilience into retirement by budgeting for flood risk, insurance tradeoffs, and repair reserves.
You’ll learn how to:
- Stress-test a plan for multiple uninsured storm events
- Model the impact of major storm losses on retirement cash flow
- Talk through FEMA flood maps, elevation zones, and “Risk Rating 2.0”
- Help clients balance coverage costs with liquidity and risk tolerance
- Build trust by modeling what you practice in your own financial life
Whether your clients live on the coast or own vacation homes in hurricane-prone areas, this session will help you lead more proactive conversations — and keep retirement plans on track when the forecast turns.
