When Webinars Work

Katherine and Kaeleen discuss webinars and when they may be a great tool, but also why they don't recommend offering webinars alone.

Reporting on Reports

Executive Directors at AFEA, Holly Taylor and Teri Carano take a deep dive into why you should be offering free reports to your students, how to be sure they aren't setting an appointment with you JUST for that free report, and which ones we recommend! 

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Recommended Reports:

1. Social Security Timing Report

• Optimizes students claiming strategies to increase retirement income

2. Tax Forecast

• Shows clients how to make retirement decisions in the most tax-efficient way

3. Retirement Ready or Not

• Creates financial plans modeling strategies – provides picture of better retirement

4. True Asset Allocation Report

• Holistic way to incorporate all of your students assets to provide them with a comprehensive retirement plan

5. Risk Only Report

• Identifies potential issues that could negatively impact retirement plan