Amelia Island, FL
December 3-4, 2018
Clients of all ages are looking for expertise in retirement planning, especially when it comes to holistic, multidisciplinary planning for an entire household. As clients shift from an accumulation of assets to decumulation, an advisor can add a significant amount of value by improving communication, trust, and investment outcomes. Learn how to better support your retirement clients with practical tools and techniques to use in your practice.
Visit the site.
