| Masterclass 6: Case Studies in Retirement Income Planning and Management
> Understand how to make the most of prospect and early client meetings by guiding the discussion to the important goals and experiences of retirement.
> How to "build the gap" and provide a way to destinations, not just products and analysis. Client and prospect personalities: scarcity vs abundance.
> Best practices and phraseology for working with adjustment-based planning and tax-smart distribution planning.
