[WEBINAR] The Next 25: Planning for Retirement with High-Net-Worth Clients from Prudential
Thursday 02/15/2024 at 1:00 pm - 2:00 pm CST
2024 Trimester Sales Strategies Series
This webinar will use Jeff, a hypothetical, 40-year-old, high-net-worth client, as a case study to explore what he is doing to ensure he and his family are prepared for retirement. Prudential will also look at top concerns like market volatility, diversification, and taxes, and show how incorporating life insurance into a plan can add both protection and flexibility to make sure he and his family are secure.
Speakers:
Charles E. Perrault III, CFP ®, CLU ®, ChFC ® Director, Advanced Planning Prudential Financial, Inc.
Donna M. Scalaro, JD* VP, Advanced Planning, Individual Solutions Group Prudential
2024 Trimester Sales Strategies Series
This webinar will use Jeff, a hypothetical, 40-year-old, high-net-worth client, as a case study to explore what he is doing to ensure he and his family are prepared for retirement. Prudential will also look at top concerns like market volatility, diversification, and taxes, and show how incorporating life insurance into a plan can add both protection and flexibility to make sure he and his family are secure.
Speakers:
Charles E. Perrault III, CFP ®, CLU ®, ChFC ®
Director, Advanced Planning
Prudential Financial, Inc.
Donna M. Scalaro, JD*
VP, Advanced Planning, Individual Solutions Group
Prudential
*Not in the practice of law for Prudential
Add to your Calendar
+ Google Calendar+ iCal CalendarDetails