When a client experiences an unexpected life event like job loss, it can be hard to focus on important financial conversations. With talk of “The Great Resignation” upon us, clients experiencing a job transition may be more prevalent than you think.
This program identifies some of the critical decisions facing clients after a loss of a job or during a life transition. Restoring Retirement reminds you of the critical role you play in managing your clients’ financial plan as well as providing moral support.
In this CE webinar, Jan Holman, Thornburg Investment Management’s Director of Advisor Education, will: