| Masterclass 2: Retirement GPS Part 1 – Building and Presenting Plans 

Let's go! We are now ready to put what we're learning into practice. Masterclass 2 was filled with rich content on how to build plans to fit your client's unique needs and how to feel confident while presenting it. 


 
View Recording

Masterclass Key Slides

| Video: Regret and Planning for Age Based Spending

In this short video, learn what the regret zone is, how to help clients avoid it, and how to talk about it. 

See Video >>

| Masterclass Client-Facing Social Assets


Let's start telling your clients and prospects that there is a better way and you're there to help them live their best retirement. 

(Simply right click on the image to save as to your computer.)

View Next Class >>

Masterclass Homepage >>