Description

We will walk through all of the interrelated aspects of helping your clients plan for a “successful” retirement. This area of personal financial planning, which is so critical and top of mind for many of your clients, brings together various disciplines to create a plan that addresses your clients’ financial and life planning goals.

Learning Objectives:

• Address the planning process, including how to integrate investment and tax planning, and life planning.

• Demonstrate how helping your clients through this transition in their lives can create the deeper relationship that you strive for

• Help you think about how to market your services in this area to clients and prospects.

Speaker(s):

• Lyle Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
• Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Capital One/United Income
• Scott K. Sprinkle, CPA/PFS, CGMA, CFP, Managing Member, Sprinkle & Associates LLC
• Thomas Trainor, CPA, CA, CFA, CFP, CLU, MBA, Managing Director, Hanover Private Client Corporation