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Webinar Recap: Help Your Clients Choose the Right Time to Retire

In this week’s session, Help Your Clients Choose the Right Time to Retire, we covered how to leverage Needs Analysis, Foundational Planning, Goal Planner, and Decision Center to help your clients make informed decisions about their retirement plans.

Topics Covered

  • Needs Analysis
  • Foundational Planning
  • Interactive Meeting using Goal Planner and Decision Center

More Resources

  • Advanced Planning vs. Foundational Planning (Webinar)
  • Social Security – Help Me Compare Options (Blog)
  • Decision Center Techniques (Blog)

Additional eMoney Training

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.