This on-demand, or two-day in-person, program connects you through an online candidate discussion forum and sessions with top industry practitioners and academic experts. The experience immerses you in the practical application of advanced retirement planning practices, including:
A defined process for helping clients build a resilient retirement income plan
Tools to help clients get and stay on track for retirement
Solutions to key lifestyle issues, tax planning, and Medicare planning
A process for implementing, communicating about, and monitoring the retirement plan