Webinar Master Series Recap: Role Playing in the Retirement Conversation

In this past week’s session, Role Playing in the Retirement Conversation, we hosted one of our most highly requested webcasts. Watch as we simulate a retirement meeting discussion, including ways to maneuver those inevitable curve-balls.

Topics Covered for Role Play

• Enable Onboarding & communicate expectation to client
• Enable Onboarding Completed & Fact Change alerts
• Have recommendations built
• Review client changes
• Adjust recommendations

More Resources

• Summit Breakout Series: Basic Retirement Planning (Training Webinar)
• Using eMoney to Help Clients Plan for Retirement (Blog)
• Client Site Setup and Onboarding (Training Webinar)

Continued Learning

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here.