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.

https://emoneyadvisor.wistia.com/medias/fqp5qu2w8n?embedType=async&videoFoam=true&videoWidth=600

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.