Jeff and Jenny 1
Join us as you sit in on a real client meeting with commentary from the financial planner – Hannah Moore, CFP®️.
In this session, Hannah and the clients will be engaged in their first meeting where Hannah and the clients will be reviewing the client’s current spending, making a plan going forward and reviewing retirement projections based on this information.
Learning objectives:
- Review cash flow management
- Recognize retirement needs analysis
- Estimate retirement income and distribution strategies
- Indicate client and planner attitudes, values, biases
- Recognize principles of counseling
- Summarize general principles of effective communication
Release date
October 30, 2022
CFP Experience Hours
50
AFC Experience Hours
25
Course Outline
