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Income Planning: How to Prepare Your Clients for Rising Inflation
We are all seeing the impact of high inflation and NOW is the time to re-visit your clients’ budgets to determine if prior plans will withstand a prolonged period of high inflation. This webinar will discuss segmenting your clients to determine those who will be most impacted, gathering good data about actual current consumption, and “stress” testing that consumption against income needs down the road.

You will come away from this webinar with a “game plan” to address your clients’ needs as well as techniques and solutions to plan through these challenging times.

Dec 15, 2021 11:30 AM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Jake Spaccarotelli.