Friday, April 13, 2018
While market complexities and economic uncertainties create pressures for advisors to specialize, the importance of keeping clients focused on the big picture is a growing challenge. At the same time clients are living longer and the demands on their financial resources is taking a hit from growing debt to the potential of a health crisis.
Update 2018 will take advisor's thinking to the next level. Using a Forward Thinking approach with clients, new possibilities may be uncovered to ensure financial plans continue to meet changing needs. This may mean having new conversations on such topics as:
Attendees of this year's edition of Update will get new and practical ideas from industry experts, ready to apply in their practices!
Seminar or National Webinar: 6 CE Credits (based on full attendance)
Self-Study Segments: 6 CE Credits (upon successful completion of the quizzes for each of the four self-study segments)