OBJECTIVE:
To teach insurance professional the needs and solutions for creating a retirement plan.
Most folks (including insurance people!) have done little to address the elephant that’s always in the room: retirement planning. This course will discuss the risks that retirees will face along with the solutions to minimize the risks.
This course is approved for 1 LH CE credit in Virginia only. (VA does not give CE for Financial Planning so that's why only 1 hr CE for a 3 hr webinar. VA Course Intro Statement
Member - $57
Non-Member - $75
Instructor:
Charlie Matejowsky, CIC, LUTCF