In this webinar: Retirement Planning, you’ll receive an in-depth look at how to create a core retirement plan from start to finish. Go through best practices for entering client data, creating scenarios, and building a compelling client presentation.
Topics Covered
- Assumptions
- Key variables that can impact plan results
- How to build out recommendations
- Options for presenting information to your clients
More Resources
- Best Practices – Advisor Perspectives Health care costs in retirement are a primary financial concern for investors
- Tip of the Week – Using eMoney to Help Clients Plan for Retirement
- Case Study – Retirement Conversations Made Easier with eMoney’s Planning Tools
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.
For a limited time, you can pre-register for the 2019 eMoney Summit for just $999 here.
