Impactful Extras Webinar Recap: Mid-Year Reviews

In this session, we covered how to build a comprehensive presentation template and what information to review with clients as we walk through the top reports to include in your mid-year review.

Additional Resources

• Building Presentations with Advanced Planning Scenarios
• Set Yourself Apart with Interactive Planning
• Using Retirement Reports to Answer Client Questions

Looking for more training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your May Training Opportunities here.