Advisor Transformation Workshop – Grand Rapids
Regional Events

Advisor Transformation Workshop – Grand Rapids

May 14, 2019 @ 11:00 am

Advisor Transformation Workshop

Learn how to help your clients rewire before they retire. Retirement planning professional Jamie Hopkins will guide you on how to assist clients with retirement income planning – and what they should be thinking about before making the leap.

May 14, 2019   |  11 a.m. – 1 p.m.
Ruth’s Chris Steakhouse | 187 Monroe Ave NW, Grand Rapids, MI 49503

Join Jamie and other members of the Carson team for an advisor workshop near you. You’ll leave this workshop with new strategies for helping your clients build a retirement income plan and actionable tips that will help you better serve your clients.

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You’ll Learn:

  • How to help clients understand retirement income planning
  • How to address clients’ retirement concerns
  • How to overcome challenges when choosing a retirement income strategy
  • Step-by-step process for building a retirement plan

 

Details:

Start:
May 14, 2019 @ 11:00 am
End:
May 14, 2019 @ 1:00 pm
Event Category:
Regional Events