| Masterclass 1: Retirement Income Planning and Client Psychology
We're off to a great start. We hope you enjoyed the introduction to the Masterclass and are ready to learn some great tips and strategies to apply to your practice today.
Class 1 is a deep dive and if you're unfamiliar with retirement income planning it can feel like a lot of information. Don't worry - we've got you covered with all of the slides from the presentation. We'll revisit many of these slides throughout the course as well.
| Talk Track Ideas
Let's start putting what you learned into practice. We have created talk track ideas around how to talk to clients about ‘Risk of Regret’ in Retirement and ‘Adjustments’ in Retirement'.
