It’s life’s big moments that move us into action. Divorce, an unplanned retirement, a health concern, the loss of a loved one—during these life events, investors turn to their financial advisor to help address the what-nows and what-ifs.
Join Richard Cresta, Senior Vice President, Institutional Insurance, at Fidelity Institutional Asset Management and Matt Schulte, Head of Financial Planning at eMoney, for a live webinar on Thursday, September 26 at 1:00 p.m. ET, as they provide decades’ worth of experience and insight on navigating these interactions.
During the webinar, they’ll discuss how to leverage tech solutions to answer the big questions. You’ll learn how to frame a successful life event planning conversation with clients and prospects.
Can’t make it to the live session? Register anyway, and we’ll send you the recording.