Your clients are evolving and your practice needs to evolve with them. There is no longer a "traditional" definition of the American family. Today's modern families defy categorization, but they do have one thing in common: they need your help with financial planning.
Non- traditional families face a variety of financial issues, including an impending "retirement crisis" because many have not saved enough to support themselves in retirement.
Date: Tuesday, January 24, 2017
Time: 4-5 PM ET
This exclusive webcast will provide insights, tips and strategies for more effective retirement planning for all families. Our expert panel will examine ways to help:
- Newly divorced households
- Newly widowed households
- Non-married families
- Same-sex marriages
- Blended families
Attendees may submit questions before and during the live event. This free and invaluable resource will help you, your current clients and prospects.
Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing.
For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.
For CE credits for webcasts approved by CFA, credit will be reported 30 days after the live event.
Please contact us at firstname.lastname@example.org if you have any questions.