Retirement Income Planning: Art vs. Science
January 2023 Roundtable
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Learn how IncomeConductor can help you grow your practice.
Sometimes we develop habits around longevity estimates, health care costs and Social Security claiming strategies that don’t do much to set us apart from our competition.
During this roundtable, Phil Lubinski, CFP® will give you a realistic look at these planning issues and share key talking points that can make the difference in winning a new client.
- Why longevity discussions should not be an uncomfortable topic
- When Social Security optimization may not necessarily be plan optimization
- How to have meaningful discussions around healthcare costs