The First Client Conversation
Learn how to ask better questions, listen for opportunities, and move naturally from what matters to the client into financial concepts and strategies worth exploring. Separate sessions will be offered for Financial Advisors and P&C Agents.
Roth Conversions & Retirement Tax Planning
Explore opportunities around qualified retirement assets, Roth conversions, and the tax implications clients may face now and later — including what can change when one spouse passes away.
Protect & Participate
How can clients protect the savings they’ve already accumulated while still positioning a portion of their money to participate in market growth? Explore the strategy and the client conversation behind it.
Life Insurance in Your 60s & Beyond
Explore why the need for life insurance may not disappear at retirement — and how Social Security, taxes, income changes, and the loss of a spouse can affect the retirement lifestyle clients worked to build.
Short-Term vs. Long-Term Life Insurance
Help clients look beyond the initial cost of coverage and understand the difference between solving a short-term insurance need and planning for protection that may be needed for decades.
Retirement Income: Now, Later & Never
Learn a simple framework for helping clients think about which income sources they need now, which may be needed later, and which they may never need — and how today’s decisions can affect each stage.
Private Reserve Strategy
Learn to recognize situations where a Private Reserve Strategy may create greater financial flexibility — from down markets and college planning to real estate, business opportunities, and retirement.
Reverse Mortgage Strategies
Explore where home equity may fit into a broader retirement strategy and the client situations where a reverse mortgage could be worth considering.
Practice Growth
Select sessions will go beyond financial strategies to explore ways to strengthen your professional presence, build your team, and grow your practice.