Advisor Transformation Workshop – Detroit
Regional Events

Advisor Transformation Workshop – Detroit

May 15, 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 15, 2019   |  11 a.m. – 1 p.m.
The Capital Grille | 2800 W. Big Beaver Rd, Troy, MI 48084

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 15, 2019 @ 11:00 am
End:
May 15, 2019 @ 1:00 pm
Event Category:
Regional Events