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.
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.