Description
Clients, and their advisors, often place too much significance on net worth to determine retirement readiness. However, your client’s retirement happiness will come from focusing on experiences, people, and places that matter to them. We can empower clients to spend and give with confidence when we help them maximize net income and minimize taxes, by transitioning from a net worth mindset to instead focus on net income strategies.
Learning Objectives
In this one-hour webinar author, speaker, and Certified Financial Planner, Zac Larson, will highlight stories and strategies from his recent book to help you and your clients: 1. Clarify critical planning opportunities for the accumulation phase and distribution phases of clients’ lives; 2. Explore the power of Monte Carlo projections and tax-diversification when you’re equipping your clients for retirement; 3. Discover creative ways to encourage your clients to spend and give with confidence, thereby increasing their satisfaction and your client retention.