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Webinar Master Series Recap: Role Playing in the Retirement Conversation

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Continuing Education Webinar Marathon From April 20 – 29 (Earn up to 4 CFP® CE Credits)

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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

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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. 

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