Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Masters Webinar
Wed, Mar 26
|Webinar
We invite you to join our exclusive Master’s Webinar on March 26, 2025, where Ben Rovee of Strategic Financial Designs, explores how to help clients alleviate retirement pressures, which can create unique opportunities for Financial Professionals.
Time & Location
Mar 26, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Topics covered during this webinar include:
✅ Key retirement concerns and their impact on financial decisions
✅ The importance of proper coordination of assets when implementing strategies
✅ Holistic wealth management approaches to building long-term client trust
✅ Real-world case study
Understanding these dynamics can help financial professionals optimize their approach, ensuring they provide value while capitalizing on key asset transitions