Advisors - Stage 4

You are a respected financial professional who has completed retirement income management training. Now it's time to let your clients and prospects know what you know about the retirement income process.

Differentiate yourself from other advisors by presenting our Client "Managing Your Retirement Income" Workshop. Part of our Signature Series of training and educational resources, this FINRA reviewed educational marketing workshop will allow you to help your clients understand how retirement income planning is different from creating a retirement nest egg. By doing so, you will have more one-on-one meetings that are more like a second or third meeting instead of a first and you will have more time to do what you do best -- creating a retirement income solution that allows your clients to retire with confidence. Click on the Client Education Courses icon below to learn more about this and other workshops available to you.

Looking for continuing education courses that are practical, applicable to what you do on the job every day, and that meet your CE requirements? Click on the Continuing Education Courses icon below to learn more about CE programs that will allow you to expand your retirement planning expertise and meet your ongoing CRC^® CE requirements.