This webinar will unpack 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 will use 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 will discuss how to present these difficult financial concepts in a way that clients can understand and feel empowered to take action.
Top 5 Retirement Planning Questions Advisors Get Asked
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -
Wednesday, December, 13 • ET • 75 minutes
What You'll Learn
No content added
Webinar Description
Ted Denbow
VP of Sales Right Capital
What You'll Learn
This webinar will unpack 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 will use a case study format to…
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.