Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This session was recorded at the Advisor Personal Financial Planning Conference , and is to help keep you on top of recent developments and the top 5 ways to fund your retirement.
Learning Objectives
• Understand the latest on regulatory requirements, investment strategies and theories in a changing environment.
• Learn the top 5 ways to fund your retirement.
Major Topics
Will Your Advance Directive Protect You Both Personally and Financially • Creating Trusted Planning Relationships Retirement Plans, Roth Planning and Conversions Reverse Mortgages
