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2:00 pm
What Advisors Should Know when a Client Rightsizes, CFP CE approved
Home equity is a large part of a client's overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn: • How a move can be an opportunity to improve retirement plan outcomes • The Downsize and Rightsize Strategy
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Total Expert Workshop
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please Click here to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
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