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Webinar
Retirement GPS Part 2 – Monitoring and Managing Plans
CFP CE Approved Education 05/07/2024, at 11 am ETThis class is part 2 of our discussion on Retirement GPS. Learn how to provide ongoing advice and guidance for your clients in retirement and how to have conversations with them when spending adjustments are needed.
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Webinar
Tax-Smart Distribution Planning, part 1
CFP CE Approved Education 05/28/2024, at 11 am ETIn this class, you will learn how to build, evaluate, and present tax-smart distribution plans and use tax-smart distribution planning with clients and prospects. We’ll cover where you should take withdrawals from and if you should consider Roth conversions. Learn more about how to advise on the tax time bombs: RMDs, The widow penalty, and Inheriting tax-deferred accounts. Jason will share insights into his process, success stories he has had with his clients, and more.
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Webinar
Tax-Smart Distribution Planning, part 2
CFP CE Approved Education 06/11/2024, at 11 am ETIn this class, you will learn ways to present plans that clients really ‘get’ it. See how the use of interactive visual planning plays an important role in clients gaining a clear understanding of their plans and how to respond to questions that may come up.
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Webinar
Case Studies in Retirement Income Planning and Management
CFP CE Approved Education 06/25/2023, at 11 am ETIn this class, you will learn ways to communicate your value to COIs (centers of influence). Building your business through COI relationships.
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