BREW: Need, Want, Concern

13nov12:00 pm12:30 pmBREW: Need, Want, ConcernJeremy Vidmar, E4 Regional Vice President

Event Details

As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5.  In this week’s BREW, Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, will jump into a unique case study to show how you can create a plan that guarantees your client’s Needs, Wants, and Concerns are met.

Save to your calendar!

Virtual Event Details

Event has already taken place!

Time

November 13, 2024 12:00 pm - 12:30 pm

Go to Top