27
Jan
Webinar Series: January 2021 - Pre-Retirement Decisions
Description
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.
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.
Date and Time
Wed, Jan 27, 2021
5:00p - 6:00p MST