Latest / Between Now and Success
How to Become Your Client's Retirement Coach with Mitch Anthony and Steve Sanduski
Most advisors effectively handle the money question. Few are adept at handling the emotion question.
In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client's retirement coach and help them navigate this tricky transition to retirement.
For the full presentation, please register for our free webinar on June 29 at 2:00 ET.
To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg
This program has been accepted for one hour of CE credit from the CFP Board and for one CE hour toward the CIMA/CIMC/CPWA…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.