This second session looks at some key considerations that can impact how long money will last, income-generating strategies that can help with the ups and downs of the market, options to address some rules of thumb that may not be sustainable, and the significance of lifestyle planning. Attendees will walk away with tools, processes and conversation starters, all designed to better equip them with the task of working with aging clients to generate lifetime income Watch the replay of the webinar: A quiz will appear after the webinar has been viewed. This webinar is also available in French. CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar. | 
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