Wed, Nov 17|
Retirement Lifestyle Planning for Clients
Financial planning is important, but clients also need a plan to manage their other important asset. TIME! Expand your service offering to existing clients and attract new prospects.
Time & Location
Nov 17, 2021, 1:00 PM – 2:00 PM
About the Event
Retirement Lifestyle planning is as important as financial planning. This program presents a great opportunity for you to enhance your service offering with clients. In this webinar, you will learn:
- Why a Lifestyle Plan is as important as a Financial Plan for Retirement
- Why so many people struggle adjusting to their new life
- How to use this significant, emerging need to build your advisory practice
This is important for your clients to know. Also, you may be wondering about your own retirement lifestyle plan.