11/15/2018 – Retirement Planning Beyond the Dollars and Cents – Robert Laura – LIVE WEBINAR
This LIVE WEBINAR in which you may ask the presenter a question will be held on Thursday, November 15, 2018, 12-1pm EST – no need to take the online quiz to receive CE! If you miss the webinar you will be able to take the online recorded course 10-14 days after the live event to receive 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents.
Fact is, people are failing at retirement at an alarming rate because they aren’t prepared for the non-financial aspects of it.
During the webcast we will expose the fatal flaws of traditional planning, discuss how industrial age thinking about longevity is confusing clients, provide an exclusive look at how retirement coaching will push benefits planning into unchartered territory, and simple steps to make an immediate impact! This is a game changing opportunity to become part of an exclusive group of professionals who see the significance of this trend and want to capitalize on it. Don’t be the last one to figure this out.
In “Retirement Planning Beyond the Dollars and Cents by Robert Laura” you will:
- Use non-financial topics and conversations to generate new business like never before;
- Gain a competitive advantage that will magnify your influence and establish you as a go-to expert;
- Find new value and purpose in your role by educating and coaching clients on retirement topics that they want and need, but don’t know who to turn to;
- Be more referable because of the impact you are having on others.
Your presenter for this course is:
Robert Laura, CPRC, is the Retirement Activist who is committed to changing the way people think about and prepare for every aspect of retirement. His nationally syndicated columns at Forbes.com and Financial Advisor magazine reflect his ground breaking efforts to challenge the status quo of traditional retirement planning.
As a former social worker and certified personal trainer turned money manager and author, he has found that retirement is among the most fascinating, yet least understood, phases of life. Through interviews with celebrities, professional athletes, entertainers, leading experts, and his own clients, he’s develop a powerful message to tackle the mental, social, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan.
As the RETIREMENT ACTIVIST, Robert runs the Certified Professional retirement Coach Designation, founded RetirementProject.org and Retirement Coaches Association. Het has authored Naked Retirement, Retirement Rx, and a number of guides to help individuals succeed in this next chapter of life. In addition to his own writings, he frequently appears in major business media such as Wall Street Journal, CNBC, and Investor’s Business Daily, Yahoo Finance, The Street, and more.
Robert conducts training for other financial professionals, as well as workshops and webinars for individuals and couples, designed to help people prepare for every aspect of retirement. He has been speaking and teaching economic, investment, and retirement programs for nearly 20 years. He is married to his amazing, Amie, and together they have a blended family with four children, Connor, Ava, Lucas, and Drake.
Each month we feature a speaker who is presenting an upcoming webinar, in which you may ask the expert your specific question. If your question is selected during the webinar, you will receive either:
- A 90-Day $99 membership for free, giving you full access to 60+ courses and any no-quiz webinars and rebroadcasts held during that time!
- Or, if you are already a member you will have your membership extended by 90 days, at no extra fee!
You do not need to make a purchase or be present to win.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
Your satisfaction guaranteed:
We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee.
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Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 2 – Basic