Help Clients Navigate Market-Related Retirement and Portfolio Decisions
| Coaching Your Clients in Today’s Market July 26, 2018 | 4:15pm ET / 1:15pm PT
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PRESENTER: Matt Oeschsli Advisor / Coach The Oechsli Institute | PRESENTER: Michael Trudel CFA, Global Strategist, Global Allocation BlackRock | PRESENTER: Phil Melville VP, Chief Market Strategist Brighthouse Financial | MODERATOR: Charlie Landrigan VP, Divisional Sales Manager Brighthouse Financial |
Brighthouse Financial brings together a roundtable of industry experts to discuss today’s market environment and the challenges advisors like you face in helping clients make sound financial decisions. This session will benefit you and your practice as you help clients navigate market-related retirement and portfolio decisions. Discover new ways to approach client conversations about retirement and income strategies Learn key consideration points for those clients planning for -- or entering -- retirement Gain valuable take-aways for better understanding client concerns with market volatility Don't wait, register now! This webinar is free to attend and you will receive a code redeemable for one Continuing Education course worth up to 15 credit hours of CE.
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