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DFS Marketing

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Seven Steps to Retirement Security - Creating a Retirement Plan for Your Client

Come join us to kick off our new webinar series!

Thursday, April 13, 2023 · 1:00 p.m. | Central Time (US & Canada) (GMT -5:00)

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About This Webinar

We invite you to join us for our new Don't Worry Retire Happy Webinar Series!

This Week: Seven Steps to Retirement Security - Creating a Retirement Plan for Your Client

• An explanation of the importance of having a plan for retirement
• Explanation of the traditional three-legged stool of retirement income and how it is no longer reliable or sufficient
• How to help calculate your client's retirement income needs
• Explanation of the importance of factoring in inflation, taxes, and healthcare costs when determining retirement income needs

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Jamie Eisenman

General Manager

Eric Bruno

National Sales Manager

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