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Event Date Tue Jan 25 EST (in 8 days)
Location Webinar
Region All

To be an exceptional retirement advisor, you must consider not only the changes to a client's income as they approach or are in retirement, but also to their mindset. Join the presenter as he explores what makes the RMA program different and the process to achieve it in this live 30 minute webinar. Continuing Education credit (CE) is not available for this overview.


2022 Speakers

Mike Kurz, CPWA®, CIMA®, CFP®, CAIA
CEO and Financial Planner, OverShare Advice and Planning, LLC