Webinar Registration

What to say to Clients who've lost a Loved One
Boost Your Client's Behavioral Finance outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, April, 24 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Kathi Balasek
Kathi Balasek
Grief Literate Professional

What You'll Learn

At some point, clients will experience a significant loss of a loved one and, during retirement, there is a high probability that the loved one will be their spouse. It's hard for any of us to know what to say? It is especially important for financial advisors learn how to address this…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.