eMoney Weekly Webinar Summit Series: Retirement Planning

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

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. 

Julie Himmel

Written By

Julie Himmel is an Enterprise Communications Strategist with eMoney Advisor, LLC. She is a proud puppy mother to a Brittany Spaniel, enjoys spin classes, exploring new cities, being by the beach or in the mountains, and does her best at living a clean, toxic-free life (except for margaritas).