If you have clients considering life 2.0, you'll want to join this webcast to learn how best to counsel clients who are rethinking retirement.
NASBA Field of Study
Jean-Luc Bourdon, Sue Stevens
Many people still choose to have a traditional retirement. Many others choose financial independence to better suit what they want from life at that time. Whether that happens in their mid-life or later in life, the conversations with your clients will be rich in design and complexity.
Join two experienced financial planners as they share insights about how to counsel clients who are contemplating life 2.0.
Group ordering for your team
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