Error loading player: No playable sources found
ENG19EL01.9
Are You Guiding Your Clients Towards A Bright Future? Position Yourself as a Valued Retirement Advisor
Date
June 12, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA ENGAGE 2019:
Advising your clients on their plans for retirement is more than just setting aside money in an IRA. Find out how to guide them through the important conversations about retirement plans including unique ways to save on taxes, attracting and retaining quality talent, and meeting fiduciary requirements. As your business clients’ most trusted advisor, you are well positioned to help guide them toward a dignified retirement.
Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.
Learning Objectives:
- Review current state of retirement readiness and the regulatory environment.
- Compare features and options to maximize savings potential.
- Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security.
Speaker
Direct Sales Manager, Paychex
General
Related Products
Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial
Most advisors and their clients understand we have now experienced a bull market for over a decade. Since the markets are cyclical, we know an imminent bear market is on the horizon. No one can pinpoint when it will arrive…
Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward
Learn powerful Stories, Sketches, and Scripts that your clients can connect with. You will learn how to communicate and incorporate common investment principals in your client meetings and presentations…
