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

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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)

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