Positioning And Delivering Retirement Income With Clients

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46 reviews

 
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(Updated: July 23, 2015)
5.0
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Very thought provoking. He also had a couple of slides that really put things into perspective in terms of services being offered and risk management.

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(Updated: July 23, 2015)
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(Updated: July 23, 2015)
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Lots if good info. It moved a little fast for me to take good notes though.

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(Updated: July 23, 2015)
4.0
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I apparently already have a practice geared toward retirement planning because I didn't learn anything much new. He did make a good case for formalizing the offering for marketing purposes, and I really should draw up materials to support this specialty. Good tip. Dennis could slow down his speech a bit.

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(Updated: July 23, 2015)
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