Advisors, learn how to answer client retirement planning questions during this financial planning tutorial.
What questions keep your clients up at night? The most important retirement planning question—”Am I going to be okay?”—can be easily addressed with the right financial planning tools.
Tutorial details
We will start by entering client data into Snap Projections, so you can see the full process from start to finish. Here is the customer case study we used during the webinar.
Once the base plan has been created, we will build multiple scenarios that we can compare. Through this process, we will be able to answer and address our client’s most important retirement planning questions:
- How long will my money last? Am I going to be OK?
- How much can I spend so I won’t run out of money?
- I’m currently saving $XXX. Will it be enough?
Watch the financial planning lesson
Next steps
Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.
Register for the next financial planning webinar.
Learn how to answer the retirement planning question, “Should I take the commuted value of my pension?“
