Webinar Series: January 2021 - Pre-Retirement Decisions
This presentation (an expansion of The Experience Matters – The Financial Planning Difference) takes us through common decisions associated with the “Pre-Retirement” stage of the financial lifecycle. It includes a case analysis with interactive visuals and detailed information about the WealthLink.
Any opinions expressed in this presentation are those of the speaker(s). This material is for general information only and is not intended to provide speciﬁc advice or recommendations for any individual.