Paul Lim, CRPC®, CFP®, The Wealth Consulting Group
Tuesday, February 25, 2020 at 1:00 - 2:00 PM ET (12:00 noon CT, 10:00 am PT)
Earn: 1 CFP® CE and 1 NAPFA CE in A-Financial Planning Process
Member: Free; Non-Member: Free
This webinar is an Advisor’s Guide to providing value to Non-affluent Prospects and Clients. The majority of Financial Planning strategies are created and intended for those with an abundance of resources (often focused upon tax-reduction and legacy planning). But what is an altruistic advisor to do when faced with a client or prospect of more modest means (or even dire financial circumstances)? Client-facing advisors should strive to be a valuable resource to all people they encounter.
This program is offered through the NAPFA Consumer Education Foundation (NCEF).