Leveraging Financial Planning for Retirement – Success via Advisor Coordination
Join the AAEPC and guest speakers Justin T. Roudiez and Billy Hufnell
for an informative presentation on
Leveraging Financial Planning for Retirement – Success via Advisor Coordination
Financial planners should be a crucial part of a client’s team of advisors. They have the opportunity to maintain an intimate and current understanding of their priorities and evolving financial and family situation. As such, an effective teaming relationship can leverage this knowledge to create efficiency throughout the planning process and create better outcomes for clients, their families, and legacy objectives. We will review the financial planning process, and discuss effective strategies and opportunities for collaboration across the advisory team.
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This event is sponsored by:
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