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2021 Financial Triage: Protecting Your Clients Financial Wellbeing
With everything that has happened in the past year, you’ve likely changed the way you’ve conducted business and your clients’ long-term goals may have changed as well. Many Americans are reconsidering their original retirement timetable, yet financial stability is still crucial no matter how far away retirement may be now. There may be more concerns after the pandemic, but most of the retirement objectives remain the same: asset protection, growth opportunities and a reliable income source.

Hear from go-to retirement expert, Ed Slott, as he explains why now more than ever, this is a great opportunity to be there for clients and solidify your position as a valued advisor for years, decades and generations to come.

Jun 29, 2021 03:00 PM in Central Time (US and Canada)

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The independent speaker presenting on this web conference is not an employee of Eagle Life Insurance Company® and does not necessarily represent the views or opinions of the Company.

Speakers

Ed Slott
CPA and America's IRA Expert
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.” As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides: 1. Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and 2. Answers to retirement savers’ most important questions, continually providing practical, easy-to-understand information on IRA, retirement, tax and financial planning topics.