Webinars

  • Guaranteed Income and Retirement Happiness: What Advisors Should Know

    Guaranteed Income and Retirement Happiness: What Advisors Should Know

      In This Episode About the Episode: Many of your clients are sitting on enough wealth to live exactly the retirement they saved for. The fear of running out shapes how they spend long before they do. In this episode, host Dave Alison, CFP®, EA, BPC, President of Wealth Management and Founding Partner at Prosperity...

  • Client Communication: Why Visuals Land When Numbers Don't

    Client Communication: Why Visuals Land When Numbers Don’t

      In This Episode Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by scanning the QR code below or visiting here. About the Episode: Your clients absorb information differently, and for many of them, a hand-drawn sketch will land harder than a chart ever could. In...

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