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.
• 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.
CPA PFS CFP,
Founder and President,
L. K. Benson & Company