Mastering Retirement Planning: Empowering Customers for Secure Futures
Course Description
Learn to address familiar challenges related to underfunded retirement plans among customers. This course delves into the critical aspects of retirement planning, including maximizing contributions, understanding fees & penalties, catch-up strategies for late starters, and practical suggestions for beginners. Gain the knowledge and confidence to engage customers in informed discussions that support their journey towards a secure and comfortable retirement.
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