How to Build an Effective Multi-Disciplinary Team; Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group
June 22, 2016
Behind the Scenes at SCI – Stewardship, Social Media, Virtual Learning, Freemiums, Tracking, and More!; Presented by Shelley Lighfoot, Executive Director, Mike Armstrong, Electronic Presence Director, and Brett Littlewood, Social Media Director
June 22, 2016
June 1, 2017 @ 2:30 pm – 4:00 pm

Learn about a perfect storm of dangers that will be affecting millions of retirees over the next several years. These dangers are real, but they are absolutely not insurmountable. By taking intelligent, thoughtful, and relatively simple steps, you can minimize or completely eliminate these 3 biggest dangers investors face relative to retirement. The benefits of holistic financial planning help to position clients’ assets in a way that helps them take control of their retirement, assure a steady stream of income, cover any short-term needs, and protect a legacy for their children, if that’s part of your clients’ plan. It’s a simple, but powerful way of thinking and planning that is easy to understand and implement.

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